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
$9B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$141M
3
+$93.7M
4
PANW icon
Palo Alto Networks
PANW
+$68.9M
5
NVDA icon
NVIDIA
NVDA
+$65.9M

Top Sells

1
+$155M
2
+$126M
3
+$124M
4
MA icon
Mastercard
MA
+$99.4M
5
XOM icon
Exxon Mobil
XOM
+$85.6M

Sector Composition

1 Technology 22.1%
2 Consumer Discretionary 17.08%
3 Financials 13.75%
4 Healthcare 12.94%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
0
727
– –
0
728
– –
-15,762
729
– –
0
730
– –
0
731
– –
0
732
– –
0
733
– –
0
734
– –
-72,071
735
– –
-191,146
736
– –
-64,496
737
– –
0
738
– –
-16,879
739
– –
0
740
– –
0
741
– –
-46,403
742
– –
0
743
– –
0
744
– –
0
745
– –
0
746
– –
-12,484
747
– –
0
748
– –
-437,587
749
– –
-25,728
750
– –
-362,237
28 29
30
31 32