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
151
$15M 0.04%
123,194
-18,411
152
$14.9M 0.04%
+165,764
153
$14.9M 0.04%
176,451
-94,135
154
$14.9M 0.04%
306,824
+245,298
155
$14.8M 0.04%
111,901
+73,699
156
$14.7M 0.04%
92,682
-69
157
$14.7M 0.04%
131,046
+74,146
158
$14.7M 0.04%
+1,475,062
159
$14.4M 0.04%
230,583
+166,669
160
$14.3M 0.04%
385,726
+193,555
161
$14.3M 0.04%
427,136
+186,781
162
$14.1M 0.04%
+22,320
163
$14.1M 0.04%
699,356
-629,141
164
$14M 0.04%
91,996
-47,765
165
$13.9M 0.04%
97,584
-36,758
166
$13.9M 0.04%
+282,397
167
$13.8M 0.04%
273,064
+105,430
168
$13.6M 0.04%
+194,155
169
$13.4M 0.04%
116,554
+102,486
170
$13.4M 0.04%
705,965
+94,670
171
$13.4M 0.04%
132,388
+83,788
172
$13.3M 0.04%
186,521
-52,289
173
$13.3M 0.04%
119,190
+41,478
174
$13.3M 0.04%
55,504
+38,647
175
$13.2M 0.04%
137,938
-208,367
5 6
7
8 9