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
$3.02B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$66.5M
3
+$60.7M
4
META icon
Meta Platforms (Facebook)
META
+$43.7M
5
ADSK icon
Autodesk
ADSK
+$42.6M

Top Sells

1
+$35.4M
2
+$33.3M
3
+$29.7M
4
MRVL icon
Marvell Technology
MRVL
+$29.3M
5
V icon
Visa
V
+$27.8M

Sector Composition

1 Technology 20.71%
2 Consumer Discretionary 18.5%
3 Financials 13.7%
4 Healthcare 9.89%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.6M 0.02%
32,776
-58,556
302
$1.58M 0.02%
153,091
+51,316
303
$1.57M 0.02%
+34,359
304
$1.57M 0.02%
275,646
+17,525
305
$1.55M 0.02%
90,351
-12,031
306
$1.54M 0.02%
17,004
-3,838
307
$1.54M 0.02%
62,897
-15,413
308
$1.54M 0.02%
25,454
-64,060
309
$1.54M 0.02%
18,589
-13,513
310
$1.52M 0.02%
68,680
+43,840
311
$1.51M 0.02%
35,523
+3,582
312
$1.5M 0.02%
+15,405
313
$1.49M 0.02%
19,254
+2,204
314
$1.49M 0.02%
29,676
+14,294
315
$1.49M 0.02%
63,305
-35,220
316
$1.49M 0.02%
34,783
-5,190
317
$1.46M 0.02%
68,007
+38,511
318
$1.44M 0.02%
57,577
-38,844
319
$1.44M 0.02%
84,431
-42,590
320
$1.43M 0.02%
25,343
+14,712
321
$1.43M 0.02%
+21,744
322
$1.42M 0.02%
+12,358
323
$1.42M 0.02%
+23,823
324
$1.41M 0.02%
38,683
+21,341
325
$1.4M 0.02%
23,323
+311
11 12
13
14 15