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
251
$7.12M 0.02%
102,408
-42,601
252
$7.11M 0.02%
265,330
-47,356
253
$7.04M 0.02%
582,193
+233,593
254
$7.03M 0.02%
345,822
+217,662
255
$7M 0.02%
126,582
+22,765
256
$6.98M 0.02%
1,019,069
+126,156
257
$6.98M 0.02%
711,498
+343,007
258
$6.97M 0.02%
192,171
+88,267
259
$6.83M 0.02%
50,487
+23,984
260
$6.81M 0.02%
516,385
+120,317
261
$6.76M 0.02%
453,161
-10,958
262
$6.7M 0.02%
314,976
-936,102
263
$6.66M 0.02%
+77,712
264
$6.55M 0.02%
220,822
-15,586
265
$6.53M 0.02%
+91,136
266
$6.48M 0.02%
125,323
+110,058
267
$6.44M 0.02%
19,627
-62,280
268
$6.42M 0.02%
115,134
+90,069
269
$6.42M 0.02%
109,605
+30,464
270
$6.36M 0.02%
134,562
+40,186
271
$6.27M 0.02%
468,193
+12,948
272
$6.23M 0.02%
29,609
+2,651
273
$6.2M 0.02%
136,676
+28,504
274
$6.16M 0.02%
68,198
-10,661
275
$6.09M 0.02%
782,092
+706,808
9 10
11
12 13