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
376
$3.34M 0.01%
35,361
+18,400
377
$3.34M 0.01%
108,781
-69,537
378
$3.33M 0.01%
+71,998
379
$3.31M 0.01%
28,566
-3,429
380
$3.26M 0.01%
+21,523
381
$3.21M 0.01%
392,832
-52,808
382
$3.16M 0.01%
+354,516
383
$3.16M 0.01%
+117,246
384
$3.14M 0.01%
196,229
-178,650
385
$3.13M 0.01%
+63,914
386
$3.12M 0.01%
91,283
-101,548
387
$3.12M 0.01%
78,528
-40,044
388
$3.11M 0.01%
115,372
+36,656
389
$3.11M 0.01%
+36,217
390
$3.07M 0.01%
+10,384
391
$3.04M 0.01%
+61,526
392
$3.04M 0.01%
276,497
+78,437
393
$3.04M 0.01%
82,459
-117,276
394
$3.01M 0.01%
+271,850
395
$3M 0.01%
25,814
-19,237
396
$2.96M 0.01%
79,943
+58,445
397
$2.95M 0.01%
28,634
-6,860
398
$2.95M 0.01%
240,547
+93,963
399
$2.94M 0.01%
141,237
+33,700
400
$2.9M 0.01%
119,013
-113,536
14 15
16
17 18