Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$28.2M
4
AAPL icon
Apple
AAPL
+$26.7M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

1
+$80.3M
2
+$65.9M
3
+$58.8M
4
CRM icon
Salesforce
CRM
+$53.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.9M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 15.37%
3 Financials 13.13%
4 Healthcare 10.89%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.34M 0.05%
+16,137
352
$1.33M 0.05%
36,252
-1,686
353
$1.32M 0.05%
20,823
-244,169
354
$1.31M 0.04%
+28,030
355
$1.28M 0.04%
+10,550
356
$1.28M 0.04%
21,259
-77,999
357
$1.28M 0.04%
+17,892
358
$1.28M 0.04%
55,360
+28,272
359
$1.27M 0.04%
122,766
+82,260
360
$1.25M 0.04%
+27,559
361
$1.25M 0.04%
+38,963
362
$1.24M 0.04%
+90,122
363
$1.23M 0.04%
+30,558
364
$1.23M 0.04%
+13,113
365
$1.22M 0.04%
13,392
-1,536
366
$1.2M 0.04%
+13,552
367
$1.2M 0.04%
10,070
-420
368
$1.18M 0.04%
81,202
-70,706
369
$1.18M 0.04%
+10,765
370
$1.17M 0.04%
+55,896
371
$1.16M 0.04%
10,709
-54,140
372
$1.15M 0.04%
+16,949
373
$1.15M 0.04%
+31,796
374
$1.13M 0.04%
20,762
-46,762
375
$1.13M 0.04%
39,875
-140,665
13 14
15
16 17