Capital Fund Management (CFM) Portfolio holdings
AUM
$9.06B
1-Year Return
3.46%
This Quarter Return
-6.03%
1 Year Return
+3.46%
3 Year Return
+12.89%
5 Year Return
+19.14%
10 Year Return
+34.42%
AUM
$3.73B
AUM Growth
-$20M
(-0.53%)
Cap. Flow
+$552M
Cap. Flow
% of AUM
14.79%
Top 10 Holdings %
Top 10 Hldgs %
16.16%
Holding
998
New
182
Increased
231
Reduced
191
Closed
175
Top Buys
| 1 |
Intel
INTC
|
+$91.8M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$72.1M |
| 3 |
Amazon
AMZN
|
+$55.6M |
| 4 |
Tesla
TSLA
|
+$45.6M |
| 5 |
Altria Group
MO
|
+$39.2M |
Top Sells
| 1 |
Apple
AAPL
|
+$41.6M |
| 2 |
Verizon
VZ
|
+$37.8M |
| 3 |
Boeing
BA
|
+$37.5M |
| 4 |
Cleveland-Cliffs
CLF
|
+$26M |
| 5 |
Charter Communications
CHTR
|
+$23.3M |
Sector Composition
| 1 | Technology | 21.12% |
| 2 | Consumer Discretionary | 18.5% |
| 3 | Healthcare | 12.79% |
| 4 | Financials | 9.42% |
| 5 | Industrials | 9.16% |
