We are live on ! Find out more
Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$28.2M
4
AAPL icon
Apple
AAPL
+$26.7M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

1
+$80.3M
2
+$65.9M
3
+$58.8M
4
CRM icon
Salesforce
CRM
+$53.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.9M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 15.37%
3 Financials 13.13%
4 Healthcare 10.89%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
0
527
– –
-28,307
528
– –
0
529
– –
-52,722
530
– –
0
531
– –
-18,745
532
– –
-112,269
533
– –
-43,371
534
– –
-169,631
535
– –
0
536
– –
-47,632
537
– –
0
538
– –
0
539
– –
0
540
– –
-14,368
541
– –
0
542
– –
-14,651
543
– –
-15,143
544
– –
-54,302
545
– –
-11,278
546
– –
-24,728
547
– –
-18,251
548
– –
0
549
– –
-69,958
550
– –
-11,796
20 21
22
23 24