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
$4.03B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$101M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$60.3M
5
MSFT icon
Microsoft
MSFT
+$57M

Top Sells

1
+$66.1M
2
+$37.2M
3
+$33.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$31.3M

Sector Composition

1 Technology 19.74%
2 Consumer Discretionary 15.92%
3 Financials 10.96%
4 Healthcare 10.74%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-16,310
927
– –
0
928
– –
-17,611
929
– –
-12,531
930
– –
0
931
– –
0
932
– –
-16,041
933
– –
0
934
– –
0
935
– –
-81,505
936
– –
-252,892
937
– –
-12,602
938
– –
0
939
– –
0
940
– –
-57,422
941
– –
0
942
– –
0
943
– –
-32,157
944
– –
-148,310
945
– –
0
946
– –
-11,295
947
– –
0
948
– –
0
949
– –
0
950
– –
0
36 37
38
39 40