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
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$60.5M
3
+$55.2M
4
MARA icon
Marathon Digital Holdings
MARA
+$50.6M
5
NEM icon
Newmont
NEM
+$50M

Top Sells

1
+$151M
2
+$121M
3
+$110M
4
XOM icon
Exxon Mobil
XOM
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.8M

Sector Composition

1 Technology 26.64%
2 Financials 13.49%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.63M 0.02%
186,132
+37,541
252
$8.61M 0.02%
143,981
-41,872
253
$8.6M 0.02%
+49,437
254
$8.58M 0.02%
+71,048
255
$8.5M 0.02%
115,936
+6,331
256
$8.45M 0.02%
41,516
-8,791
257
$8.44M 0.02%
76,625
-35,723
258
$8.41M 0.02%
36,086
-87,568
259
$8.33M 0.02%
251,466
-13,864
260
$8.3M 0.02%
116,689
+52,482
261
$8.28M 0.02%
84,641
+16,443
262
$8.27M 0.02%
+55,038
263
$8.24M 0.02%
310,258
+239,392
264
$8.23M 0.02%
+564,181
265
$8.1M 0.02%
269,095
+256,617
266
$8.07M 0.02%
+69,607
267
$7.93M 0.02%
185,787
+49,111
268
$7.85M 0.02%
153,788
+11,243
269
$7.84M 0.02%
+79,306
270
$7.83M 0.02%
131,101
-396,161
271
$7.77M 0.02%
47,150
-14,261
272
$7.75M 0.02%
32,185
-22,061
273
$7.67M 0.02%
25,027
-14,823
274
$7.63M 0.02%
243,812
+68,120
275
$7.59M 0.02%
478,476
+10,283
9 10
11
12 13