Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.03B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$101M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$60.3M
5
MSFT icon
Microsoft
MSFT
+$57M

Top Sells

1
+$66.1M
2
+$37.2M
3
+$33.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$31.3M

Sector Composition

1 Technology 19.74%
2 Consumer Discretionary 15.92%
3 Financials 10.96%
4 Healthcare 10.74%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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706
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715
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717
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719
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721
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722
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723
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724
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-112,895
27 28
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