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
351
$1.23M 0.02%
12,280
-184
352
$1.23M 0.02%
23,153
+9,488
353
$1.2M 0.01%
11,698
-19,349
354
$1.2M 0.01%
34,234
+20,293
355
$1.2M 0.01%
137,814
+62,680
356
$1.19M 0.01%
+13,029
357
$1.18M 0.01%
41,123
+5,676
358
$1.17M 0.01%
23,645
-5,152
359
$1.16M 0.01%
38,733
+13,843
360
$1.15M 0.01%
82,725
-2,880
361
$1.15M 0.01%
+93,249
362
$1.14M 0.01%
+20,072
363
$1.14M 0.01%
60,794
+14,061
364
$1.14M 0.01%
+20,759
365
$1.13M 0.01%
83,684
+17,008
366
$1.13M 0.01%
+23,783
367
$1.12M 0.01%
+10,095
368
$1.1M 0.01%
12,956
-9,948
369
$1.09M 0.01%
+56,604
370
$1.09M 0.01%
16,616
-1,877
371
$1.08M 0.01%
25,727
-160,063
372
$1.06M 0.01%
30,555
+2,820
373
$1.05M 0.01%
19,400
-89,030
374
$1.05M 0.01%
+25,793
375
$1.05M 0.01%
13,586
+856
13 14
15
16 17