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
426
$961K 0.01%
+100,308
427
$953K 0.01%
+23,537
428
$940K 0.01%
12,294
-22,817
429
$935K 0.01%
+181,591
430
$935K 0.01%
+41,121
431
$920K 0.01%
58,254
-100,085
432
$916K 0.01%
+10,077
433
$915K 0.01%
20,840
-35,746
434
$910K 0.01%
+10,792
435
$895K 0.01%
10,785
-9,207
436
$895K 0.01%
+10,385
437
$889K 0.01%
+10,076
438
$875K 0.01%
+16,123
439
$849K 0.01%
47,889
-20,334
440
$847K 0.01%
13,978
-412
441
$836K 0.01%
32,894
-15,115
442
$826K 0.01%
89,640
+35,441
443
$815K 0.01%
45,072
-7,950
444
$815K 0.01%
18,829
-7,823
445
$808K 0.01%
61,949
+29,607
446
$806K 0.01%
26,210
-401
447
$796K 0.01%
63,640
-6,735
448
$791K 0.01%
+23,428
449
$789K 0.01%
32,046
+10,170
450
$787K 0.01%
+17,507
16 17
18
19 20