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
401
$2.89M 0.01%
197,758
+46,000
402
$2.85M 0.01%
+31,839
403
$2.8M 0.01%
110,369
-509,614
404
$2.78M 0.01%
+61,442
405
$2.77M 0.01%
425,512
+283,322
406
$2.73M 0.01%
16,109
-62,116
407
$2.72M 0.01%
110,813
+66,504
408
$2.72M 0.01%
+81,630
409
$2.7M 0.01%
+54,089
410
$2.69M 0.01%
84,715
-45,304
411
$2.68M 0.01%
182,629
-35,644
412
$2.65M 0.01%
45,970
-1,292
413
$2.65M 0.01%
115,877
+71,331
414
$2.61M 0.01%
76,373
-2,306
415
$2.58M 0.01%
+43,352
416
$2.55M 0.01%
150,268
+98,034
417
$2.48M 0.01%
17,111
-300
418
$2.46M 0.01%
68,394
-24,223
419
$2.45M 0.01%
11,480
-11,669
420
$2.45M 0.01%
33,141
-3,721
421
$2.45M 0.01%
+69,029
422
$2.45M 0.01%
+32,257
423
$2.42M 0.01%
35,552
+13,434
424
$2.36M 0.01%
42,623
+2,463
425
$2.35M 0.01%
224,910
-25,968
15 16
17
18 19