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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$91.3M
3
+$82.9M
4
AMZN icon
Amazon
AMZN
+$70.9M
5
MPC icon
Marathon Petroleum
MPC
+$65M

Top Sells

1
+$89.6M
2
+$76.2M
3
+$67.6M
4
NKE icon
Nike
NKE
+$67.4M
5
AVGO icon
Broadcom
AVGO
+$62.9M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.45%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.55M 0.01%
3,866
-743
452
$1.55M 0.01%
10,600
+8,500
453
$1.55M 0.01%
110,590
-457,126
454
$1.53M 0.01%
106,829
-113,993
455
$1.53M 0.01%
+32,500
456
$1.53M 0.01%
+5,933
457
$1.51M 0.01%
55,719
-61,344
458
$1.51M 0.01%
18,431
+1,382
459
$1.49M 0.01%
+11,200
460
$1.45M 0.01%
157,331
-80,943
461
$1.44M 0.01%
12,800
+9,600
462
$1.44M 0.01%
104,117
-14,542
463
$1.43M 0.01%
+13,931
464
$1.41M 0.01%
+126,038
465
$1.4M 0.01%
139,255
+50,267
466
$1.4M 0.01%
+22,103
467
$1.4M 0.01%
+48,416
468
$1.39M 0.01%
+23,100
469
$1.37M 0.01%
87,781
-95,318
470
$1.36M 0.01%
8,948
-7,841
471
$1.36M 0.01%
39,793
472
$1.35M 0.01%
43,182
+8,120
473
$1.35M 0.01%
55,820
+24,129
474
$1.34M 0.01%
+31,222
475
$1.34M 0.01%
+80,700
17 18
19
20 21