Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $9.06B
1-Year Est. Return 3.46%
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$120M
3
+$94.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$91.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$84.6M

Top Sells

1
+$283M
2
+$63.6M
3
+$58M
4
TSLA icon
Tesla
TSLA
+$53.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$52.3M

Sector Composition

1 Technology 25.16%
2 Financials 13.78%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-11,615
952
– –
0
953
– –
0
954
– –
-93,425
955
– –
-49,263
956
– –
0
957
– –
0
958
– –
0
959
– –
0
960
– –
0
961
– –
-12,281
962
– –
0
963
– –
0
964
– –
0
965
– –
0
966
– –
-10,276
967
– –
0
968
– –
0
969
– –
0
970
– –
0
971
– –
0
972
– –
0
973
– –
0
974
– –
0
975
– –
-10,123
37 38
39
40 41