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
$9B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$143M
3
+$89.5M
4
PANW icon
Palo Alto Networks
PANW
+$70M
5
NVDA icon
NVIDIA
NVDA
+$67.7M

Top Sells

1
+$146M
2
+$134M
3
+$129M
4
MA icon
Mastercard
MA
+$106M
5
XOM icon
Exxon Mobil
XOM
+$85.4M

Sector Composition

1 Technology 22.43%
2 Consumer Discretionary 17.08%
3 Financials 13.46%
4 Healthcare 12.94%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.11M 0.01%
+43,532
502
$2.1M 0.01%
143,258
+25,999
503
$2.1M 0.01%
+249,832
504
$2.09M 0.01%
+75,558
505
$2.09M 0.01%
16,936
-10,801
506
$2.08M 0.01%
128,733
-13,902
507
$2.07M 0.01%
51,368
-52,722
508
$2.03M 0.01%
15,054
-13,100
509
$2.03M 0.01%
+13,656
510
$2.03M 0.01%
36,511
+21,515
511
$2M 0.01%
+380,012
512
$1.98M 0.01%
23,185
-3,646
513
$1.96M 0.01%
+130,209
514
$1.94M 0.01%
+96,374
515
$1.94M 0.01%
133,976
+22,800
516
$1.93M 0.01%
+18,632
517
$1.93M 0.01%
+24,218
518
$1.93M 0.01%
184,394
+18,705
519
$1.91M 0.01%
+26,093
520
$1.9M 0.01%
49,849
-17,344
521
$1.9M 0.01%
+109,586
522
$1.9M 0.01%
80,161
+68,957
523
$1.89M 0.01%
+23,883
524
$1.88M 0.01%
35,522
-27,160
525
$1.87M 0.01%
14,736
-18,098
19 20
21
22 23