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
51
$41.6M 0.42%
246,941
+9,135
52
$38.1M 0.38%
55,792
-13,053
53
$37.9M 0.38%
+2,076,029
54
$37.8M 0.38%
336,097
-84,321
55
$37.7M 0.38%
+54,061
56
$36.6M 0.37%
+267,271
57
$36.2M 0.36%
45,449
-5,015
58
$36.2M 0.36%
1,490,626
-223,273
59
$36M 0.36%
523,400
+471,721
60
$35.8M 0.36%
212,534
+4,009
61
$35.7M 0.36%
910,644
+747,838
62
$35.1M 0.35%
129,903
+43,512
63
$34.4M 0.34%
14,721
-595
64
$33.3M 0.33%
496,132
+230,054
65
$33.1M 0.33%
623,287
-36,812
66
$33.1M 0.33%
58,834
-14,043
67
$32.4M 0.32%
222,544
-35,706
68
$32.2M 0.32%
+220,859
69
$32.1M 0.32%
+116,761
70
$31.9M 0.32%
4,141,470
+25,621
71
$31.8M 0.32%
317,856
+98,804
72
$30.7M 0.31%
152,092
-76,389
73
$30.4M 0.3%
1,175,765
-221,712
74
$29.6M 0.3%
446,415
+271,428
75
$29.5M 0.29%
63,065
+10,583
1 2
3
4 5