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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
$6.45B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$63.3M
3
+$57.3M
4
NKE icon
Nike
NKE
+$49.5M
5
JPM icon
JPMorgan Chase
JPM
+$48.1M

Top Sells

1
+$163M
2
+$116M
3
+$68.1M
4
XYZ
Block Inc
XYZ
+$59.6M
5
CMCSA icon
Comcast
CMCSA
+$54.8M

Sector Composition

1 Consumer Discretionary 19.21%
2 Financials 14.07%
3 Industrials 12.75%
4 Technology 12.57%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-96,750
1302
– –
-9,400
1303
– –
0
1304
– –
-11,800
1305
– –
0
1306
– –
-10,800
1307
– –
-1,400
1308
– –
0
1309
– –
-86,700
1310
– –
0
1311
– –
-16,550
1312
– –
-84,893
1313
– –
0
1314
– –
-186,696
1315
– –
-3,300
1316
– –
0
1317
– –
0
1318
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0
1319
– –
-70,845
1320
– –
-19,946
1321
– –
-11,154
1322
– –
0
1323
– –
-8,200
1324
– –
0
1325
– –
0
51 52
53
54 55