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
$3.73B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$72.1M
3
+$55.6M
4
TSLA icon
Tesla
TSLA
+$45.6M
5
MO icon
Altria Group
MO
+$39.2M

Top Sells

1
+$41.6M
2
+$37.8M
3
+$37.5M
4
CLF icon
Cleveland-Cliffs
CLF
+$26M
5
CHTR icon
Charter Communications
CHTR
+$23.3M

Sector Composition

1 Technology 21.12%
2 Consumer Discretionary 18.5%
3 Healthcare 12.79%
4 Financials 9.42%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.12M 0.03%
+91,706
277
$3.11M 0.03%
+34,587
278
$3.11M 0.03%
41,789
+3,575
279
$3.07M 0.03%
44,022
-177,551
280
$3.07M 0.03%
60,806
+17,419
281
$3.03M 0.03%
12,857
-3,643
282
$3.03M 0.03%
+19,204
283
$3M 0.03%
669,158
-86,461
284
$2.99M 0.03%
+21,660
285
$2.94M 0.03%
158,339
-8,137
286
$2.93M 0.03%
43,609
-6,706
287
$2.9M 0.03%
31,124
+10,544
288
$2.9M 0.03%
+15,785
289
$2.89M 0.03%
78,691
+21,324
290
$2.89M 0.03%
101,610
-58,762
291
$2.87M 0.03%
+28,410
292
$2.86M 0.03%
202,652
+122,533
293
$2.84M 0.03%
129,186
+73,956
294
$2.82M 0.03%
+113,844
295
$2.79M 0.03%
412,050
+24,949
296
$2.77M 0.03%
+38,010
297
$2.77M 0.03%
500,071
+148,499
298
$2.76M 0.03%
61,814
-109,275
299
$2.75M 0.03%
+21,701
300
$2.75M 0.03%
29,668
-3,938
10 11
12
13 14