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
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$112M
3
+$102M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$88.7M
5
MS icon
Morgan Stanley
MS
+$86.6M

Top Sells

1
+$283M
2
+$70.8M
3
+$62.8M
4
JNJ icon
Johnson & Johnson
JNJ
+$55.4M
5
TSLA icon
Tesla
TSLA
+$52.9M

Sector Composition

1 Technology 25.07%
2 Financials 13.87%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-13,891
702
– –
-123,387
703
– –
0
704
– –
-255,285
705
– –
-45,286
706
– –
0
707
– –
0
708
– –
0
709
– –
0
710
– –
0
711
– –
0
712
– –
0
713
– –
-27,510
714
– –
0
715
– –
0
716
– –
0
717
– –
0
718
– –
0
719
– –
0
720
– –
0
721
– –
0
722
– –
0
723
– –
0
724
– –
0
725
– –
0
27 28
29
30 31