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
351
$4M 0.01%
196,201
+86,768
352
$3.99M 0.01%
143,495
-62,687
353
$3.98M 0.01%
+16,857
354
$3.97M 0.01%
107,097
+81,434
355
$3.97M 0.01%
141,657
-23,924
356
$3.94M 0.01%
87,123
+31,784
357
$3.91M 0.01%
142,639
+117,323
358
$3.78M 0.01%
48,600
+18,220
359
$3.77M 0.01%
23,096
-2,833
360
$3.72M 0.01%
81,199
-16,554
361
$3.71M 0.01%
96,134
-5,382
362
$3.69M 0.01%
27,610
+6,306
363
$3.66M 0.01%
175,692
-55,769
364
$3.63M 0.01%
+157,957
365
$3.6M 0.01%
146,166
-64,434
366
$3.55M 0.01%
305,440
+50,574
367
$3.53M 0.01%
40,626
+27,728
368
$3.49M 0.01%
+17,529
369
$3.49M 0.01%
+160,371
370
$3.47M 0.01%
28,718
-11,460
371
$3.46M 0.01%
40,401
-30,213
372
$3.46M 0.01%
34,012
-8,229
373
$3.42M 0.01%
97,941
+2,508
374
$3.42M 0.01%
68,171
+11,620
375
$3.34M 0.01%
+271,644
13 14
15
16 17