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
426
$1.25M 0.01%
54,505
+36,863
427
$1.25M 0.01%
11,477
-17,384
428
$1.25M 0.01%
+29,299
429
$1.24M 0.01%
109,041
+4,688
430
$1.24M 0.01%
34,719
-4,586
431
$1.21M 0.01%
12,856
-242,349
432
$1.2M 0.01%
+15,531
433
$1.2M 0.01%
+26,552
434
$1.2M 0.01%
21,443
+7,467
435
$1.18M 0.01%
12,602
+2,154
436
$1.17M 0.01%
34,353
+21,101
437
$1.17M 0.01%
30,209
+4,984
438
$1.17M 0.01%
26,403
+15,744
439
$1.16M 0.01%
+17,997
440
$1.16M 0.01%
36,604
-4,438
441
$1.16M 0.01%
+17,548
442
$1.15M 0.01%
+17,694
443
$1.15M 0.01%
+125,071
444
$1.14M 0.01%
21,825
-9,431
445
$1.14M 0.01%
+24,970
446
$1.13M 0.01%
19,564
+9,436
447
$1.13M 0.01%
68,223
-55,433
448
$1.13M 0.01%
15,028
-20,855
449
$1.12M 0.01%
59,606
+48,713
450
$1.11M 0.01%
+31,011
16 17
18
19 20