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
$3.73B
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$72.1M
3
+$55.6M
4
TSLA icon
Tesla
TSLA
+$45.6M
5
MO icon
Altria Group
MO
+$39.2M

Top Sells

1
+$41.6M
2
+$37.8M
3
+$37.5M
4
CLF icon
Cleveland-Cliffs
CLF
+$26M
5
CHTR icon
Charter Communications
CHTR
+$23.3M

Sector Composition

1 Technology 21.12%
2 Consumer Discretionary 18.5%
3 Healthcare 12.79%
4 Financials 9.42%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.46M 0.01%
+12,430
402
$1.45M 0.01%
70,795
+19,074
403
$1.45M 0.01%
39,110
-5,609
404
$1.43M 0.01%
+240,808
405
$1.42M 0.01%
141,744
-606
406
$1.42M 0.01%
+31,160
407
$1.4M 0.01%
35,906
+24,839
408
$1.38M 0.01%
32,316
+5,669
409
$1.38M 0.01%
119,453
+43,399
410
$1.35M 0.01%
+16,041
411
$1.35M 0.01%
19,059
-5,796
412
$1.34M 0.01%
+81,945
413
$1.33M 0.01%
271,316
+140,889
414
$1.33M 0.01%
65,011
-188
415
$1.33M 0.01%
+106,028
416
$1.32M 0.01%
+21,032
417
$1.31M 0.01%
+12,603
418
$1.3M 0.01%
77,012
+28,719
419
$1.3M 0.01%
+11,151
420
$1.29M 0.01%
+46,768
421
$1.29M 0.01%
62,460
-107,974
422
$1.27M 0.01%
+11,144
423
$1.27M 0.01%
12,905
-2,323
424
$1.26M 0.01%
+12,463
425
$1.26M 0.01%
+10,678
15 16
17
18 19