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
201
$12.2M 0.12%
378,101
+62,630
202
$12.2M 0.12%
860,931
+98,170
203
$12.1M 0.12%
118,570
-38,208
204
$12.1M 0.12%
119,326
+6,442
205
$12.1M 0.12%
178,725
-78,390
206
$12M 0.12%
+186,670
207
$12M 0.12%
91,823
-17,934
208
$11.7M 0.12%
95,511
+18,937
209
$11.7M 0.12%
313,929
-62,515
210
$11.7M 0.12%
217,252
+190,117
211
$11.6M 0.12%
446,661
-165,850
212
$11.6M 0.12%
17,900
-20,810
213
$11.6M 0.12%
214,621
+22,834
214
$11.6M 0.12%
17,274
-3,300
215
$11.4M 0.11%
42,343
-4,116
216
$11.4M 0.11%
634,259
+115,681
217
$11.4M 0.11%
75,407
+26,461
218
$11.4M 0.11%
208,848
-2,229
219
$11.3M 0.11%
731,358
+119,854
220
$11.3M 0.11%
39,498
+26,470
221
$11.1M 0.11%
152,173
+108,937
222
$11.1M 0.11%
+100,219
223
$11.1M 0.11%
45,265
+31,887
224
$11.1M 0.11%
66,394
-20,170
225
$11.1M 0.11%
535,020
+181,092
7 8
9
10 11