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
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$60.5M
3
+$55.2M
4
MARA icon
Marathon Digital Holdings
MARA
+$50.6M
5
NEM icon
Newmont
NEM
+$50M

Top Sells

1
+$151M
2
+$121M
3
+$110M
4
XOM icon
Exxon Mobil
XOM
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.8M

Sector Composition

1 Technology 26.64%
2 Financials 13.49%
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
601
$976K ﹤0.01%
18,860
+3,343
602
$974K ﹤0.01%
+42,411
603
$963K ﹤0.01%
+13,475
604
$957K ﹤0.01%
19,447
-4,969
605
$929K ﹤0.01%
+47,977
606
$915K ﹤0.01%
+23,909
607
$891K ﹤0.01%
37,377
-50,342
608
$876K ﹤0.01%
+22,097
609
$860K ﹤0.01%
+10,428
610
$850K ﹤0.01%
+17,773
611
$849K ﹤0.01%
36,931
612
$847K ﹤0.01%
40,510
-707,924
613
$845K ﹤0.01%
+49,098
614
$823K ﹤0.01%
13,185
-29,438
615
$823K ﹤0.01%
+12,284
616
$813K ﹤0.01%
63,308
617
$805K ﹤0.01%
53,911
-61,470
618
$791K ﹤0.01%
+34,875
619
$778K ﹤0.01%
+10,827
620
$777K ﹤0.01%
+36,763
621
$777K ﹤0.01%
18,600
-9,600
622
$767K ﹤0.01%
29,741
+334
623
$758K ﹤0.01%
+22,955
624
$753K ﹤0.01%
+32,535
625
$736K ﹤0.01%
+46,042
23 24
25
26 27