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
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$60.5M
3
+$55.2M
4
MARA icon
Marathon Digital Holdings
MARA
+$50.6M
5
NEM icon
Newmont
NEM
+$50M

Top Sells

1
+$151M
2
+$121M
3
+$110M
4
XOM icon
Exxon Mobil
XOM
+$101M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.8M

Sector Composition

1 Technology 26.64%
2 Financials 13.49%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.5M 0.06%
1,326,635
+110,101
102
$21.4M 0.06%
894,874
+492,200
103
$21.2M 0.06%
28,055
-20,279
104
$21.1M 0.06%
67,767
-40,381
105
$21.1M 0.06%
+77,313
106
$20.7M 0.06%
211,551
+21,159
107
$20.6M 0.06%
+392,736
108
$19.9M 0.05%
76,982
-2,395
109
$19.7M 0.05%
160,456
+149,605
110
$19.5M 0.05%
+452,124
111
$19.4M 0.05%
54,872
+4,937
112
$19.4M 0.05%
103,814
-29,227
113
$19.1M 0.05%
100,286
-11,322
114
$19M 0.05%
131,452
-70,399
115
$18.9M 0.05%
138,405
-55,936
116
$18.9M 0.05%
68,880
-34,077
117
$18.8M 0.05%
186,896
+146,270
118
$18.7M 0.05%
239,160
-728,480
119
$18.7M 0.05%
211,814
+140,352
120
$18.5M 0.05%
248,963
+111,614
121
$18.5M 0.05%
+33,329
122
$18.5M 0.05%
70,593
-16,059
123
$18.3M 0.05%
+219,962
124
$18.2M 0.05%
+294,185
125
$18.2M 0.05%
629,611
+246,597
3 4
5
6 7