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
$10B
AUM Growth
+$954M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$150M
3
+$119M
4
AMZN icon
Amazon
AMZN
+$102M
5
JPM icon
JPMorgan Chase
JPM
+$99.3M

Top Sells

1
+$241M
2
+$190M
3
+$133M
4
BAC icon
Bank of America
BAC
+$97.7M
5
RDDT icon
Reddit
RDDT
+$91.9M

Sector Composition

1 Technology 27.69%
2 Financials 17.02%
3 Consumer Discretionary 12.5%
4 Healthcare 10.65%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.17M 0.01%
57,355
+38,496
702
$1.16M 0.01%
46,167
+6,547
703
$1.15M 0.01%
90,586
-216,608
704
$1.14M 0.01%
77,690
-48,589
705
$1.12M 0.01%
14,538
-12,441
706
$1.12M 0.01%
+12,705
707
$1.11M 0.01%
+23,328
708
$1.11M 0.01%
11,132
-1,597
709
$1.09M 0.01%
32,997
-232,508
710
$1.09M 0.01%
14,524
-45,975
711
$1.08M 0.01%
+19,029
712
$1.07M 0.01%
16,344
-16,803
713
$1.06M 0.01%
125,927
-325,147
714
$1.06M 0.01%
+21,571
715
$1.05M 0.01%
+62,898
716
$1.03M 0.01%
+25,976
717
$1.02M 0.01%
135,900
+46,435
718
$1.01M 0.01%
101,482
-66,726
719
$992K 0.01%
41,512
-59,894
720
$990K 0.01%
35,074
+8,621
721
$985K 0.01%
17,300
+1,300
722
$971K 0.01%
+12,583
723
$969K 0.01%
74,981
+9,052
724
$946K 0.01%
+34,093
725
$934K 0.01%
88,101
+40,478
27 28
29
30 31