Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.81B
AUM Growth
+$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$111M
3 +$108M
4
C icon
Citigroup
C
+$103M
5
XYZ
Block Inc
XYZ
+$100M

Top Sells

1 +$117M
2 +$75.3M
3 +$72.7M
4
NOW icon
ServiceNow
NOW
+$68.1M
5
PSX icon
Phillips 66
PSX
+$58.8M

Sector Composition

1 Technology 23.78%
2 Financials 18.48%
3 Consumer Discretionary 12.1%
4 Healthcare 10.82%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
0
1127
-93,458
1128
0
1129
0
1130
0
1131
0
1132
0