Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$52.7M
3
+$50.6M
4
ORCL icon
Oracle
ORCL
+$48.7M
5
NEM icon
Newmont
NEM
+$46.6M

Top Sells

1
+$131M
2
+$129M
3
+$109M
4
XOM icon
Exxon Mobil
XOM
+$106M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69.7M

Sector Composition

1 Technology 26.19%
2 Financials 13.95%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.71M 0.02%
11,194
-48,136
527
$1.68M 0.02%
+35,542
528
$1.67M 0.02%
+37,153
529
$1.67M 0.02%
47,093
-37,788
530
$1.67M 0.02%
49,061
-31,834
531
$1.64M 0.02%
+13,793
532
$1.64M 0.02%
138,294
-44,335
533
$1.61M 0.02%
+41,197
534
$1.61M 0.02%
+47,447
535
$1.6M 0.02%
20,880
-55,488
536
$1.58M 0.02%
+30,384
537
$1.58M 0.02%
72,906
+46,894
538
$1.56M 0.02%
56,009
+24,161
539
$1.56M 0.02%
+24,142
540
$1.53M 0.02%
+66,386
541
$1.52M 0.02%
12,955
-9,637
542
$1.52M 0.02%
16,192
-79,454
543
$1.52M 0.02%
41,001
+26,809
544
$1.51M 0.02%
13,957
-21,404
545
$1.49M 0.02%
32,459
-50,000
546
$1.49M 0.02%
+27,977
547
$1.48M 0.02%
+26,773
548
$1.48M 0.02%
+100,341
549
$1.48M 0.02%
75,796
+11,131
550
$1.47M 0.02%
+33,950
20 21
22
23 24