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
376
$1.05M 0.01%
32,288
+18,287
377
$1.05M 0.01%
21,213
+93
378
$1.05M 0.01%
+24,875
379
$1.04M 0.01%
99,106
+64,721
380
$1.04M 0.01%
22,326
+4,729
381
$1.03M 0.01%
75,921
+55,802
382
$1.02M 0.01%
+57,100
383
$1.02M 0.01%
40,618
+868
384
$992K 0.01%
84,871
-3,191
385
$992K 0.01%
+10,139
386
$991K 0.01%
+35,981
387
$982K 0.01%
+52,200
388
$970K 0.01%
13,052
-3,161
389
$963K 0.01%
70,010
-3,874
390
$962K 0.01%
24,077
+3,967
391
$957K 0.01%
+57,400
392
$954K 0.01%
+167,723
393
$949K 0.01%
+78,528
394
$949K 0.01%
22,492
-1,205
395
$949K 0.01%
+13,169
396
$937K 0.01%
+26,399
397
$921K 0.01%
91,098
+9,752
398
$919K 0.01%
13,567
-2,432
399
$908K 0.01%
+10,858
400
$903K 0.01%
+32,166
14 15
16
17 18