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
301
$8.33M 0.02%
+31,972
302
$8.31M 0.02%
378,002
-546,155
303
$8.26M 0.02%
559,173
-86,744
304
$8.23M 0.02%
129,616
+200
305
$8.23M 0.02%
24,758
+10,520
306
$8.19M 0.02%
+104,716
307
$8.14M 0.02%
200,272
-22,242
308
$8.04M 0.02%
+108,249
309
$8.02M 0.02%
147,579
+49,818
310
$7.99M 0.02%
+79,818
311
$7.93M 0.02%
+45,566
312
$7.93M 0.02%
+29,447
313
$7.91M 0.02%
18,612
-21,022
314
$7.9M 0.02%
24,377
-19,143
315
$7.85M 0.02%
+125,880
316
$7.84M 0.02%
89,905
+18,483
317
$7.84M 0.02%
113,534
-45,645
318
$7.83M 0.02%
203,857
+178,365
319
$7.82M 0.02%
247,504
+81,635
320
$7.77M 0.02%
+60,369
321
$7.66M 0.02%
32,528
+5,504
322
$7.6M 0.02%
+86,461
323
$7.54M 0.02%
62,608
+31,000
324
$7.52M 0.02%
565,868
+372,095
325
$7.51M 0.02%
433,962
-3,407
11 12
13
14 15