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
401
$1.11M 0.01%
40,362
-23,067
402
$1.11M 0.01%
+30,763
403
$1.11M 0.01%
+36,118
404
$1.1M 0.01%
61,678
+20,343
405
$1.09M 0.01%
+28,799
406
$1.09M 0.01%
+129,613
407
$1.08M 0.01%
+37,210
408
$1.08M 0.01%
28,697
-33,986
409
$1.07M 0.01%
54,391
-67,007
410
$1.07M 0.01%
69,626
+57,980
411
$1.06M 0.01%
29,816
+10,045
412
$1.05M 0.01%
24,619
+3,353
413
$1.03M 0.01%
+96,400
414
$1.03M 0.01%
+49,881
415
$1.02M 0.01%
23,023
-16,087
416
$1.01M 0.01%
+17,467
417
$999K 0.01%
15,476
-34,598
418
$998K 0.01%
+33,006
419
$992K 0.01%
+40,503
420
$989K 0.01%
97,136
-8,892
421
$988K 0.01%
+11,958
422
$980K 0.01%
11,544
-24,162
423
$968K 0.01%
95,288
+25,420
424
$968K 0.01%
31,203
+6,841
425
$961K 0.01%
11,830
-27,558
15 16
17
18 19