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
$4.03B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$84.5M
3
+$57.3M
4
C icon
Citigroup
C
+$55.9M
5
MSFT icon
Microsoft
MSFT
+$50.3M

Top Sells

1
+$55.6M
2
+$36.1M
3
+$31.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$31.2M
5
QCOM icon
Qualcomm
QCOM
+$31.2M

Sector Composition

1 Technology 20.21%
2 Consumer Discretionary 15.92%
3 Healthcare 10.74%
4 Energy 10.56%
5 Financials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.54M 0.01%
+44,184
352
$1.54M 0.01%
90,297
-7,177
353
$1.52M 0.01%
15,925
+4,937
354
$1.52M 0.01%
49,098
+32,939
355
$1.48M 0.01%
70,498
-16,705
356
$1.47M 0.01%
49,958
-67,655
357
$1.46M 0.01%
25,399
-4,510
358
$1.46M 0.01%
72,339
-56,847
359
$1.46M 0.01%
18,194
-8,768
360
$1.45M 0.01%
14,068
-12,804
361
$1.45M 0.01%
+51,590
362
$1.43M 0.01%
11,515
-10,186
363
$1.43M 0.01%
190,104
+48,360
364
$1.41M 0.01%
+277,828
365
$1.41M 0.01%
84,166
+29,661
366
$1.4M 0.01%
+66,223
367
$1.38M 0.01%
+49,705
368
$1.36M 0.01%
25,666
+1,540
369
$1.35M 0.01%
17,217
-24,572
370
$1.35M 0.01%
86,986
-504,639
371
$1.35M 0.01%
+28,348
372
$1.32M 0.01%
30,119
-6,998
373
$1.32M 0.01%
+116,833
374
$1.31M 0.01%
51,736
-105,993
375
$1.31M 0.01%
95,826
+33,366
13 14
15
16 17