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
201
$11.1M 0.03%
74,449
-84,531
202
$11M 0.03%
299,901
-96,306
203
$11M 0.03%
386,323
-20,191
204
$11M 0.03%
199,814
-281,498
205
$10.9M 0.03%
450,107
+149,846
206
$10.9M 0.03%
+249,073
207
$10.9M 0.03%
72,396
-21,596
208
$10.9M 0.03%
575,160
+176,927
209
$10.7M 0.03%
+34,604
210
$10.7M 0.03%
+176,681
211
$10.7M 0.03%
308,537
+199,756
212
$10.7M 0.03%
420,618
-68,400
213
$10.6M 0.03%
407,126
+327,035
214
$10.5M 0.03%
390,696
-386,895
215
$10.4M 0.03%
30,904
-84,652
216
$10.4M 0.03%
164,947
+25,631
217
$10.3M 0.03%
350,236
+206,741
218
$10.3M 0.03%
+91,527
219
$10.3M 0.03%
84,789
+56,071
220
$10.3M 0.03%
118,852
-878
221
$10.2M 0.03%
+91,080
222
$10.2M 0.03%
79,481
+29,120
223
$10.2M 0.03%
145,578
+102,226
224
$10.2M 0.03%
21,643
-27,568
225
$10.1M 0.03%
292,439
-316,055
7 8
9
10 11