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
$10.1B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$85M
3
+$63.2M
4
MPWR icon
Monolithic Power Systems
MPWR
+$63M
5
JPM icon
JPMorgan Chase
JPM
+$58M

Top Sells

1
+$146M
2
+$118M
3
+$113M
4
WFC icon
Wells Fargo
WFC
+$84.1M
5
TSM icon
TSMC
TSM
+$77.2M

Sector Composition

1 Technology 23.57%
2 Financials 14.55%
3 Healthcare 14.09%
4 Consumer Discretionary 12.08%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.65M 0.01%
83,580
-58,183
527
$2.63M 0.01%
+123,005
528
$2.63M 0.01%
55,017
-42,142
529
$2.58M 0.01%
44,807
+29,355
530
$2.58M 0.01%
123,456
-9,123
531
$2.57M 0.01%
+175,673
532
$2.53M 0.01%
+16,643
533
$2.53M 0.01%
42,698
-100,905
534
$2.52M 0.01%
+17,237
535
$2.51M 0.01%
62,184
+51,236
536
$2.51M 0.01%
+46,323
537
$2.5M 0.01%
+144,354
538
$2.49M 0.01%
98,313
-477,921
539
$2.49M 0.01%
+452,828
540
$2.46M 0.01%
58,029
+5,200
541
$2.45M 0.01%
+37,551
542
$2.42M 0.01%
27,325
-3,018
543
$2.42M 0.01%
387,172
-65,008
544
$2.41M 0.01%
10,878
-18,090
545
$2.39M 0.01%
28,518
-2,056
546
$2.38M 0.01%
82,089
-60,677
547
$2.37M 0.01%
162,551
+90,482
548
$2.36M 0.01%
122,755
-13,536
549
$2.32M 0.01%
+101,342
550
$2.32M 0.01%
+151,536
20 21
22
23 24