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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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-128,622
1302
– –
0
1303
– –
-934,862
1304
– –
0
1305
– –
0
1306
– –
0
1307
– –
0
1308
– –
-3,448
1309
– –
0
1310
– –
-90,046
1311
– –
0
1312
– –
-316,388
1313
– –
-455,114
1314
– –
0
1315
– –
-10,900
1316
– –
-27,013
1317
– –
-172,273
1318
– –
-616,867
1319
– –
-83,932
1320
– –
-384,172
1321
– –
-137,170
1322
– –
-16,300
1323
– –
-124,694
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