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
401
$895K 0.01%
+33,871
402
$888K 0.01%
15,670
+723
403
$875K 0.01%
46,594
-14,540
404
$869K 0.01%
+26,539
405
$867K 0.01%
32,880
-7,112
406
$866K 0.01%
31,902
+25
407
$864K 0.01%
+12,929
408
$864K 0.01%
97,962
-128,536
409
$858K 0.01%
14,956
-1,881
410
$849K 0.01%
16,043
-3,209
411
$847K 0.01%
+32,574
412
$843K 0.01%
+28,567
413
$842K 0.01%
+39,514
414
$839K 0.01%
+10,435
415
$834K 0.01%
53,677
-76,758
416
$830K 0.01%
18,605
+7,561
417
$815K 0.01%
41,171
+2,412
418
$815K 0.01%
+53,358
419
$792K 0.01%
18,644
-29,728
420
$785K 0.01%
17,150
-55,644
421
$772K 0.01%
15,665
-205,227
422
$753K 0.01%
30,205
+15,863
423
$749K 0.01%
35,974
-34,823
424
$749K 0.01%
+67,196
425
$743K 0.01%
+33,331
15 16
17
18 19