CM
Capula Management Portfolio holdings
AUM
$8.15B
This Quarter Return
+3.86%
1 Year Return
+15.35%
3 Year Return
+44.08%
5 Year Return
+48.51%
10 Year Return
–
AUM
$7.98B
AUM Growth
+$7.98B
(-11%)
Cap. Flow
-$899M
Cap. Flow
% of AUM
-11.27%
Top 10 Holdings %
Top 10 Hldgs %
92.09%
Holding
489
New
185
Increased
40
Reduced
59
Closed
183
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.32B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$301M |
| 3 |
Eli Lilly
LLY
|
$78.3M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$64.6M |
| 5 |
Exxon Mobil
XOM
|
$58.6M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.8B |
| 2 |
Apple
AAPL
|
$278M |
| 3 |
Amazon
AMZN
|
$275M |
| 4 |
NVIDIA
NVDA
|
$201M |
| 5 |
Advanced Micro Devices
AMD
|
$82.3M |
Sector Composition
| 1 | Technology | 9.91% |
| 2 | Consumer Discretionary | 2.36% |
| 3 | Communication Services | 1.8% |
| 4 | Healthcare | 1.23% |
| 5 | Energy | 0.99% |
