We are live on ! Find out more
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
$2.92B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$33.4M
3
+$28.2M
4
AAPL icon
Apple
AAPL
+$26.7M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

1
+$80.3M
2
+$65.9M
3
+$58.8M
4
CRM icon
Salesforce
CRM
+$53.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.9M

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 15.37%
3 Financials 13.13%
4 Healthcare 10.89%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
0
652
– –
-35,437
653
– –
0
654
– –
0
655
– –
0
656
– –
0
657
– –
-59,145
658
– –
0
659
– –
0
660
– –
-14,745
661
– –
0
662
– –
-219,521
663
– –
-45,842
664
– –
0
665
– –
-71,555
666
– –
0
667
– –
-14,438
668
– –
-22,108
669
– –
-96,774
670
– –
0
671
– –
0
672
– –
0
673
– –
-252,850
674
– –
-16,338
675
– –
-83,157
25 26
27
28 29