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
376
$1.31M 0.01%
27,396
-2,813
377
$1.3M 0.01%
+37,900
378
$1.29M 0.01%
+92,696
379
$1.28M 0.01%
+18,074
380
$1.27M 0.01%
91,584
-124,234
381
$1.26M 0.01%
216,049
+122,591
382
$1.25M 0.01%
29,651
+7,595
383
$1.24M 0.01%
16,728
-966
384
$1.23M 0.01%
53,515
-23,991
385
$1.23M 0.01%
+36,832
386
$1.23M 0.01%
17,154
-12,514
387
$1.21M 0.01%
73,062
+30,144
388
$1.2M 0.01%
69,599
+18,171
389
$1.2M 0.01%
152,121
+10,940
390
$1.2M 0.01%
59,090
+33,357
391
$1.2M 0.01%
+11,447
392
$1.19M 0.01%
242,110
-257,961
393
$1.18M 0.01%
23,599
-31,399
394
$1.16M 0.01%
+13,542
395
$1.13M 0.01%
25,453
+5,889
396
$1.12M 0.01%
+16,872
397
$1.12M 0.01%
+49,066
398
$1.12M 0.01%
+12,428
399
$1.11M 0.01%
22,378
-53,952
400
$1.11M 0.01%
70,167
-56,671
14 15
16
17 18