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
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$120M
3
+$94.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84.6M

Top Sells

1
+$283M
2
+$63.6M
3
+$58M
4
TSLA icon
Tesla
TSLA
+$53.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$52.3M

Sector Composition

1 Technology 25.16%
2 Financials 13.78%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.68M 0.01%
253,011
+123,948
477
$1.68M 0.01%
356,426
+451
478
$1.68M 0.01%
103,914
+88,797
479
$1.64M 0.01%
+23,798
480
$1.62M 0.01%
27,618
+13,998
481
$1.58M 0.01%
19,736
+1,127
482
$1.58M 0.01%
105,683
-26,163
483
$1.56M 0.01%
304,345
-301,869
484
$1.54M 0.01%
33,322
-11,223
485
$1.54M 0.01%
36,525
-482
486
$1.53M 0.01%
27,313
-52,950
487
$1.53M 0.01%
+10,610
488
$1.53M 0.01%
134,353
+47,404
489
$1.52M 0.01%
10,917
-121,385
490
$1.52M 0.01%
42,960
+31,984
491
$1.51M 0.01%
+25,494
492
$1.49M 0.01%
13,730
-449
493
$1.49M 0.01%
+45,689
494
$1.48M 0.01%
+150,110
495
$1.43M ﹤0.01%
35,561
-4,504
496
$1.43M ﹤0.01%
104,966
+25,383
497
$1.42M ﹤0.01%
+38,796
498
$1.41M ﹤0.01%
+12,911
499
$1.41M ﹤0.01%
96,007
+3,245
500
$1.39M ﹤0.01%
207,661
+98,861
18 19
20
21 22