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
$3.83B
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$39.9M
3
+$36.1M
4
VLO icon
Valero Energy
VLO
+$34.6M
5
ZM icon
Zoom
ZM
+$33.8M

Top Sells

1
+$71.5M
2
+$69.4M
3
+$66.4M
4
BAC icon
Bank of America
BAC
+$65.3M
5
CVX icon
Chevron
CVX
+$61.6M

Sector Composition

1 Technology 25.91%
2 Consumer Discretionary 13.35%
3 Industrials 12.19%
4 Healthcare 10.69%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.82M 0.01%
+11,380
377
$1.8M 0.01%
+12,873
378
$1.78M 0.01%
10,292
-22,845
379
$1.77M 0.01%
96,762
+7,314
380
$1.73M 0.01%
+96,806
381
$1.7M 0.01%
+38,760
382
$1.7M 0.01%
+121,527
383
$1.69M 0.01%
95,797
-542,686
384
$1.69M 0.01%
38,596
+14,288
385
$1.68M 0.01%
+59,379
386
$1.67M 0.01%
18,014
-29,318
387
$1.66M 0.01%
38,225
-5,499
388
$1.66M 0.01%
+21,638
389
$1.64M 0.01%
66,111
-15,195
390
$1.63M 0.01%
+46,202
391
$1.63M 0.01%
+41,781
392
$1.62M 0.01%
+264,743
393
$1.61M 0.01%
+92,766
394
$1.59M 0.01%
+15,907
395
$1.57M 0.01%
+38,119
396
$1.57M 0.01%
+17,412
397
$1.57M 0.01%
+19,154
398
$1.56M 0.01%
+118,881
399
$1.56M 0.01%
37,168
400
$1.55M 0.01%
+44,644
14 15
16
17 18