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
451
$622K 0.01%
17,276
+2,275
452
$621K 0.01%
+19,587
453
$618K 0.01%
+16,722
454
$618K 0.01%
34,945
-5,840
455
$618K 0.01%
13,359
-2,384
456
$616K 0.01%
15,532
-2,109
457
$601K 0.01%
+63,512
458
$599K 0.01%
18,627
-19,080
459
$599K 0.01%
+13,077
460
$598K 0.01%
42,932
-89,521
461
$598K 0.01%
+23,002
462
$597K 0.01%
+39,144
463
$588K 0.01%
38,696
-19,513
464
$586K 0.01%
24,080
-27,014
465
$576K 0.01%
13,880
-6,759
466
$570K 0.01%
11,708
-43,218
467
$567K 0.01%
18,154
-12,147
468
$559K 0.01%
13,550
-3,477
469
$552K 0.01%
+11,883
470
$547K 0.01%
13,974
-172,428
471
$534K 0.01%
14,499
+27
472
$532K 0.01%
+17,832
473
$530K 0.01%
+13,272
474
$530K 0.01%
+10,573
475
$527K 0.01%
+12,050
17 18
19
20 21