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
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$120M
3
+$94.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84.6M

Top Sells

1
+$283M
2
+$63.6M
3
+$58M
4
TSLA icon
Tesla
TSLA
+$53.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$52.3M

Sector Composition

1 Technology 25.16%
2 Financials 13.78%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.09M 0.02%
+73,895
302
$5.09M 0.02%
18,548
-56,615
303
$5.07M 0.02%
298,337
+24,020
304
$5.02M 0.02%
+37,600
305
$4.98M 0.02%
47,835
+14,004
306
$4.97M 0.02%
+99,744
307
$4.96M 0.02%
18,839
-51,784
308
$4.9M 0.02%
110,886
-90,300
309
$4.89M 0.02%
253,441
-21,181
310
$4.88M 0.02%
+92,010
311
$4.88M 0.02%
47,320
-7,193
312
$4.87M 0.02%
+64,968
313
$4.75M 0.02%
+65,943
314
$4.73M 0.02%
+38,202
315
$4.71M 0.02%
+150,002
316
$4.66M 0.02%
48,150
-458,700
317
$4.66M 0.02%
112,092
-371
318
$4.65M 0.02%
58,274
-29,279
319
$4.62M 0.02%
51,790
-33,111
320
$4.59M 0.02%
+22,983
321
$4.59M 0.02%
+102,732
322
$4.56M 0.02%
59,657
-2,286
323
$4.55M 0.02%
214,501
+49,054
324
$4.53M 0.02%
187,302
+107,764
325
$4.5M 0.02%
48,666
-17,765
11 12
13
14 15