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
$10.1B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$85M
3
+$63.2M
4
MPWR icon
Monolithic Power Systems
MPWR
+$63M
5
JPM icon
JPMorgan Chase
JPM
+$58M

Top Sells

1
+$146M
2
+$118M
3
+$113M
4
WFC icon
Wells Fargo
WFC
+$84.1M
5
TSM icon
TSMC
TSM
+$77.2M

Sector Composition

1 Technology 23.57%
2 Financials 14.55%
3 Healthcare 14.09%
4 Consumer Discretionary 12.08%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.7M 0.03%
282,050
+18,392
252
$10.7M 0.03%
+35,658
253
$10.6M 0.03%
173,331
+59,490
254
$10.6M 0.03%
223,017
+224
255
$10.6M 0.03%
62,397
+3,430
256
$10.5M 0.03%
185,523
-31,433
257
$10.5M 0.03%
159,261
-12,747
258
$10.4M 0.03%
44,325
-15,754
259
$10.3M 0.03%
+247,400
260
$10.3M 0.03%
609,864
+231
261
$10.3M 0.03%
53,273
+2,809
262
$10.2M 0.03%
+16,814
263
$10.2M 0.03%
35,953
-53,500
264
$10.1M 0.03%
42,918
-20,680
265
$9.94M 0.03%
245,389
+84,063
266
$9.93M 0.03%
+116,340
267
$9.9M 0.03%
43,277
+3,234
268
$9.83M 0.03%
86,883
-59,304
269
$9.71M 0.02%
419,659
+30,901
270
$9.67M 0.02%
285,867
+225,801
271
$9.66M 0.02%
579,557
-189,865
272
$9.62M 0.02%
91,642
-295,572
273
$9.57M 0.02%
72,999
-21,068
274
$9.57M 0.02%
142,307
-165,533
275
$9.54M 0.02%
248,500
+3,356
9 10
11
12 13