Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.02B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$66.5M
3
+$60.7M
4
META icon
Meta Platforms (Facebook)
META
+$43.7M
5
ADSK icon
Autodesk
ADSK
+$42.6M

Top Sells

1
+$35.4M
2
+$33.3M
3
+$29.7M
4
MRVL icon
Marvell Technology
MRVL
+$29.3M
5
V icon
Visa
V
+$27.8M

Sector Composition

1 Technology 20.71%
2 Consumer Discretionary 18.5%
3 Financials 13.7%
4 Healthcare 9.89%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.32M 0.03%
+77,553
252
$2.3M 0.03%
25,788
+14,881
253
$2.29M 0.03%
159,068
+128,994
254
$2.25M 0.03%
+26,381
255
$2.24M 0.03%
+21,726
256
$2.2M 0.03%
+44,772
257
$2.19M 0.03%
111,950
+12,345
258
$2.18M 0.03%
22,667
+3,329
259
$2.17M 0.03%
137,846
+30,158
260
$2.16M 0.03%
+272,403
261
$2.12M 0.03%
+20,575
262
$2.1M 0.03%
+18,871
263
$2.1M 0.03%
54,097
-15,434
264
$2.1M 0.03%
133,072
+20,324
265
$2.07M 0.03%
+25,290
266
$2.07M 0.03%
61,272
+8,991
267
$2.06M 0.03%
56,125
+4,905
268
$2.05M 0.03%
+131,972
269
$2.04M 0.03%
44,247
-1,285
270
$2.02M 0.02%
20,938
-346,114
271
$1.97M 0.02%
+37,274
272
$1.96M 0.02%
+98,218
273
$1.96M 0.02%
56,460
+3,970
274
$1.95M 0.02%
24,420
+1,907
275
$1.94M 0.02%
+22,506
9 10
11
12 13