Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$60.5M
3
+$55.2M
4
MARA icon
Marathon Digital Holdings
MARA
+$50.6M
5
NEM icon
Newmont
NEM
+$50M

Top Sells

1
+$151M
2
+$121M
3
+$110M
4
XOM icon
Exxon Mobil
XOM
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.8M

Sector Composition

1 Technology 26.64%
2 Financials 13.49%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37M 0.1%
+134,139
52
$36.3M 0.1%
448,378
+383,410
53
$36.2M 0.1%
+141,908
54
$36.2M 0.1%
546,939
+426,794
55
$35.9M 0.1%
251,704
+13,083
56
$35.7M 0.1%
726,563
+411,587
57
$35.4M 0.1%
1,230,285
+290,758
58
$34.8M 0.09%
591,692
-563,412
59
$33.6M 0.09%
547,324
+175,230
60
$33.5M 0.09%
651,044
+97,841
61
$33.3M 0.09%
158,356
+19,157
62
$33M 0.09%
1,950,687
+1,596,171
63
$32.7M 0.09%
390,510
-760,100
64
$32.7M 0.09%
134,236
-28,167
65
$32.6M 0.09%
347,027
+250,513
66
$31.2M 0.08%
349,708
-308,386
67
$30.8M 0.08%
284,040
-1,012,010
68
$30.4M 0.08%
336,315
+129,682
69
$29.4M 0.08%
214,770
-38,948
70
$29.2M 0.08%
282,023
+23,118
71
$28.6M 0.08%
204,543
-60,759
72
$28.4M 0.08%
218,105
+156,076
73
$27.4M 0.07%
187,111
-203,034
74
$27.2M 0.07%
46,800
-40,359
75
$26.4M 0.07%
201,595
+30,462
1 2
3
4 5