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
$10B
AUM Growth
+$954M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$150M
3
+$119M
4
AMZN icon
Amazon
AMZN
+$102M
5
JPM icon
JPMorgan Chase
JPM
+$99.3M

Top Sells

1
+$241M
2
+$190M
3
+$133M
4
BAC icon
Bank of America
BAC
+$97.7M
5
RDDT icon
Reddit
RDDT
+$91.9M

Sector Composition

1 Technology 27.69%
2 Financials 17.02%
3 Consumer Discretionary 12.5%
4 Healthcare 10.65%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
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1027
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1028
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1029
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-46,622
1030
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1031
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1032
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-22,277
1033
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-91,038
1034
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1035
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1036
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1037
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-69,196
1038
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-29,866
1039
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1040
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-32,499
1041
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-19,838
1042
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1043
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1044
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-276,055
1045
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-23,499
1046
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0
1047
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1048
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-214,397
1049
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0
1050
– –
-72,047
40 41
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43 44