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
426
$737K 0.01%
18,091
+872
427
$734K 0.01%
34,623
+2,644
428
$730K 0.01%
17,277
-685
429
$724K 0.01%
19,928
-276,571
430
$721K 0.01%
40,077
+1,520
431
$721K 0.01%
32,905
+9,721
432
$719K 0.01%
11,924
-1,426
433
$715K 0.01%
46,437
-73,641
434
$714K 0.01%
127,157
+1,681
435
$712K 0.01%
12,028
+12
436
$709K 0.01%
+68,266
437
$708K 0.01%
+64,984
438
$703K 0.01%
47,317
+6,913
439
$702K 0.01%
23,866
-62,151
440
$698K 0.01%
+11,328
441
$697K 0.01%
59,305
-19,016
442
$685K 0.01%
10,706
+356
443
$680K 0.01%
10,088
-5,790
444
$664K 0.01%
+26,028
445
$658K 0.01%
10,280
-292
446
$654K 0.01%
+126,659
447
$653K 0.01%
24,539
-281
448
$652K 0.01%
166,729
+169
449
$652K 0.01%
38,417
-31,873
450
$636K 0.01%
12,841
+446
16 17
18
19 20