Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10B
AUM Growth
+$954M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$150M
3
+$119M
4
AMZN icon
Amazon
AMZN
+$102M
5
JPM icon
JPMorgan Chase
JPM
+$99.3M

Top Sells

1
+$241M
2
+$190M
3
+$133M
4
BAC icon
Bank of America
BAC
+$97.7M
5
RDDT icon
Reddit
RDDT
+$91.9M

Sector Composition

1 Technology 27.69%
2 Financials 17.02%
3 Consumer Discretionary 12.5%
4 Healthcare 10.65%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.11M 0.02%
132,450
+91,810
602
$2.1M 0.02%
40,969
-67,368
603
$2.09M 0.02%
74,589
-20,652
604
$2.08M 0.02%
171,109
-91,322
605
$2.08M 0.02%
+31,659
606
$2.05M 0.02%
14,621
-929,967
607
$2.05M 0.02%
137,689
-10,422
608
$2.04M 0.02%
183,947
+24,603
609
$2.03M 0.02%
134,536
+98,678
610
$2M 0.02%
+76,977
611
$2M 0.02%
200,961
-824,405
612
$1.98M 0.02%
+32,104
613
$1.98M 0.02%
+23,670
614
$1.95M 0.02%
195,312
+126,497
615
$1.94M 0.02%
+12,870
616
$1.93M 0.02%
144,263
-207,620
617
$1.91M 0.02%
112,198
-23,675
618
$1.9M 0.02%
+20,237
619
$1.88M 0.02%
+129,479
620
$1.86M 0.02%
+49,275
621
$1.84M 0.02%
32,399
+21,286
622
$1.83M 0.02%
39,461
-1,070
623
$1.81M 0.02%
+159,131
624
$1.81M 0.02%
33,978
-66,965
625
$1.8M 0.02%
+59,040
23 24
25
26 27