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
$8.19B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,172
New
Increased
Reduced
Closed

Top Buys

1
+$90M
2
+$88.1M
3
+$74.7M
4
V icon
Visa
V
+$63.4M
5
COIN icon
Coinbase
COIN
+$60.9M

Top Sells

1
+$87.5M
2
+$71M
3
+$65.1M
4
MU icon
Micron Technology
MU
+$60.5M
5
MSFT icon
Microsoft
MSFT
+$59.7M

Sector Composition

1 Technology 24.62%
2 Financials 14.37%
3 Consumer Discretionary 13.56%
4 Healthcare 12.37%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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0
1002
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0
1003
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1004
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1005
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1006
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0
1007
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-13,957
1008
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0
1009
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0
1010
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1011
– –
-53,665
1012
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0
1013
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0
1014
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-65,354
1015
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0
1016
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-11,616
1017
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0
1018
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0
1019
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0
1020
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0
1021
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0
1022
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0
1023
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0
1024
– –
-79,222
1025
– –
-174,516
39 40
41
42 43