Capital Fund Management (CFM) Portfolio holdings
AUM
$9.06B
1-Year Return
3.46%
This Quarter Return
+2.06%
1 Year Return
+3.46%
3 Year Return
+12.89%
5 Year Return
+19.14%
10 Year Return
+34.42%
AUM
$8.19B
AUM Growth
+$341M
(+4.3%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-1.96%
Top 10 Holdings %
Top 10 Hldgs %
13.67%
Holding
1,172
New
152
Increased
241
Reduced
251
Closed
190
Top Buys
| 1 |
Lam Research
LRCX
|
+$90M |
| 2 |
UnitedHealth
UNH
|
+$88.1M |
| 3 |
Schlumberger
SLB
|
+$74.7M |
| 4 |
Visa
V
|
+$63.4M |
| 5 |
Coinbase
COIN
|
+$60.9M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$87.5M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$71M |
| 3 |
Super Micro Computer
SMCI
|
+$65.1M |
| 4 |
Micron Technology
MU
|
+$60.5M |
| 5 |
Microsoft
MSFT
|
+$59.7M |
Sector Composition
| 1 | Technology | 24.63% |
| 2 | Financials | 14.37% |
| 3 | Consumer Discretionary | 13.56% |
| 4 | Healthcare | 12.31% |
| 5 | Industrials | 8.36% |
