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
551
$1.47M 0.02%
48,729
+37,729
552
$1.45M 0.02%
+15,290
553
$1.45M 0.02%
+128,104
554
$1.44M 0.02%
98,686
+2,679
555
$1.44M 0.02%
+12,254
556
$1.42M 0.02%
+18,447
557
$1.42M 0.02%
+11,826
558
$1.41M 0.02%
10,820
-2,091
559
$1.41M 0.02%
+20,594
560
$1.39M 0.02%
+31,217
561
$1.39M 0.02%
+39,333
562
$1.39M 0.02%
27,000
+13,100
563
$1.38M 0.02%
+24,645
564
$1.38M 0.02%
31,695
+11,920
565
$1.37M 0.02%
+89,290
566
$1.36M 0.02%
+16,677
567
$1.36M 0.02%
+81,763
568
$1.35M 0.02%
+94,946
569
$1.35M 0.02%
+41,551
570
$1.31M 0.02%
+40,622
571
$1.3M 0.02%
+25,594
572
$1.28M 0.02%
+84,558
573
$1.27M 0.02%
+58,709
574
$1.27M 0.02%
36,721
+11,937
575
$1.26M 0.02%
+48,694
21 22
23
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