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
526
$1.02M ﹤0.01%
20,639
-32,035
527
$1.02M ﹤0.01%
21,387
-6,955
528
$1.02M ﹤0.01%
+64,144
529
$1M ﹤0.01%
219,973
-52,657
530
$996K ﹤0.01%
10,851
-42,073
531
$986K ﹤0.01%
+64,665
532
$979K ﹤0.01%
24,416
-4,871
533
$970K ﹤0.01%
63,308
-31,559
534
$964K ﹤0.01%
77,572
+6,530
535
$918K ﹤0.01%
23,111
-25,224
536
$913K ﹤0.01%
19,297
-2,795
537
$911K ﹤0.01%
+58,203
538
$900K ﹤0.01%
+17,333
539
$885K ﹤0.01%
10,484
-2,300
540
$881K ﹤0.01%
98,756
+65,354
541
$879K ﹤0.01%
+57,532
542
$874K ﹤0.01%
14,709
-5,155
543
$869K ﹤0.01%
122,778
-46,910
544
$840K ﹤0.01%
+29,970
545
$840K ﹤0.01%
36,931
546
$825K ﹤0.01%
27,353
+8,000
547
$821K ﹤0.01%
15,517
-7,226
548
$817K ﹤0.01%
+48,969
549
$803K ﹤0.01%
+24,834
550
$773K ﹤0.01%
42,148
-151,675
20 21
22
23 24