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Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
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-202,871
1252
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-157,400
1253
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1254
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1255
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1256
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-87,958
1257
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-56,873
1258
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-17,305
1259
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-23,500
1260
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-10,100
1261
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-11,586
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0
1263
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-671,084
1264
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-7,609
1265
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1266
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-10,575
1267
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-3,209
1268
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-14,799
1269
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-254,666
1270
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-15,200
1271
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0
1272
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0
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-364,600
1274
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