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
$10.1B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$85M
3
+$63.2M
4
MPWR icon
Monolithic Power Systems
MPWR
+$63M
5
JPM icon
JPMorgan Chase
JPM
+$58M

Top Sells

1
+$146M
2
+$118M
3
+$113M
4
WFC icon
Wells Fargo
WFC
+$84.1M
5
TSM icon
TSMC
TSM
+$77.2M

Sector Composition

1 Technology 23.57%
2 Financials 14.55%
3 Healthcare 14.09%
4 Consumer Discretionary 12.08%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-12,445
1027
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0
1028
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1029
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1030
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-109,254
1031
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1032
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-23,118
1033
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1034
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-24,795
1035
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0
1036
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-53,726
1037
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-62,218
1038
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0
1039
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1040
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-30,205
1041
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-13,900
1042
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1043
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1044
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1045
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1046
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1047
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1048
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1049
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0
1050
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0
40 41
42
43 44