Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $9.06B
1-Year Est. Return 3.46%
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$120M
3
+$94.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$91.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84.6M

Top Sells

1
+$283M
2
+$63.6M
3
+$58M
4
TSLA icon
Tesla
TSLA
+$53.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$52.3M

Sector Composition

1 Technology 25.16%
2 Financials 13.78%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.23M 0.03%
749,481
-42,573
227
$8.22M 0.03%
473,445
-6,018
228
$8.11M 0.03%
+20,833
229
$8.06M 0.03%
178,169
+133,803
230
$8.05M 0.03%
139,316
+27,970
231
$7.97M 0.03%
+241,668
232
$7.96M 0.03%
748,434
-177,148
233
$7.94M 0.03%
+95,646
234
$7.93M 0.03%
94,859
+20,351
235
$7.89M 0.03%
78,536
-25,219
236
$7.85M 0.03%
20,792
+5,568
237
$7.8M 0.03%
300,261
-71,650
238
$7.76M 0.03%
+115,834
239
$7.75M 0.03%
224,845
-4,816
240
$7.75M 0.03%
167,634
+49,864
241
$7.67M 0.03%
181,191
-3,296
242
$7.56M 0.03%
120,145
+94,810
243
$7.47M 0.03%
+61,101
244
$7.46M 0.03%
59,330
-7,787
245
$7.45M 0.03%
53,968
+8,001
246
$7.39M 0.03%
44,535
+25,992
247
$7.38M 0.03%
73,686
+59,773
248
$7.33M 0.03%
171,909
-46,593
249
$7.33M 0.03%
70,390
+51,231
250
$7.15M 0.02%
+106,771
8 9
10
11 12