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
526
$312K ﹤0.01%
+51,790
527
$311K ﹤0.01%
36,181
-10,042
528
$311K ﹤0.01%
+35,926
529
$310K ﹤0.01%
11,459
+1,083
530
$309K ﹤0.01%
22,803
+3,133
531
$306K ﹤0.01%
14,867
+2,709
532
$305K ﹤0.01%
25,808
+5,043
533
$302K ﹤0.01%
+13,936
534
$302K ﹤0.01%
18,219
-18,438
535
$293K ﹤0.01%
53,909
+24,550
536
$287K ﹤0.01%
23,487
+7,417
537
$285K ﹤0.01%
+20,080
538
$284K ﹤0.01%
+37,463
539
$284K ﹤0.01%
+21,437
540
$283K ﹤0.01%
+16,260
541
$282K ﹤0.01%
+11,836
542
$278K ﹤0.01%
+35,935
543
$277K ﹤0.01%
+12,608
544
$276K ﹤0.01%
+11,169
545
$276K ﹤0.01%
+13,215
546
$271K ﹤0.01%
+23,420
547
$267K ﹤0.01%
+38,477
548
$267K ﹤0.01%
27,894
-10,218
549
$264K ﹤0.01%
+16,187
550
$257K ﹤0.01%
3,055
+411
20 21
22
23 24