Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$28.2M
4
AAPL icon
Apple
AAPL
+$26.7M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

1
+$80.3M
2
+$65.9M
3
+$58.8M
4
CRM icon
Salesforce
CRM
+$53.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.9M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 15.37%
3 Financials 13.13%
4 Healthcare 10.89%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.15M 0.07%
48,753
+2,084
277
$2.15M 0.07%
65,120
-17,064
278
$2.14M 0.07%
+12,765
279
$2.13M 0.07%
11,837
+1,172
280
$2.12M 0.07%
+15,430
281
$2.12M 0.07%
53,930
+33,980
282
$2.1M 0.07%
+12,648
283
$2.08M 0.07%
173,949
-9,529
284
$2.04M 0.07%
+21,989
285
$2M 0.07%
19,929
-3,036
286
$1.98M 0.07%
+17,247
287
$1.96M 0.07%
+49,620
288
$1.95M 0.07%
+11,485
289
$1.92M 0.07%
33,381
-42,106
290
$1.92M 0.07%
28,010
+14,554
291
$1.91M 0.07%
+15,032
292
$1.91M 0.07%
24,600
+780
293
$1.91M 0.07%
+25,906
294
$1.9M 0.07%
+11,050
295
$1.9M 0.07%
+12,604
296
$1.89M 0.07%
16,601
+3,201
297
$1.89M 0.06%
+15,643
298
$1.86M 0.06%
33,713
-43,175
299
$1.86M 0.06%
12,412
-105,573
300
$1.86M 0.06%
+17,536
10 11
12
13 14