CM
Capula Management Portfolio holdings
AUM
$8.15B
1-Year Return
15.35%
This Quarter Return
+4.91%
1 Year Return
+15.35%
3 Year Return
+44.08%
5 Year Return
+48.51%
10 Year Return
–
AUM
$8.94B
AUM Growth
+$5.99B
(+203%)
Cap. Flow
+$5.85B
Cap. Flow
% of AUM
65.41%
Top 10 Holdings %
Top 10 Hldgs %
92.08%
Holding
538
New
161
Increased
54
Reduced
66
Closed
247
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.8B |
| 2 |
NVIDIA
NVDA
|
$738M |
| 3 |
Amazon
AMZN
|
$322M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$253M |
| 5 |
Apple
AAPL
|
$247M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$894M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$233M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$188M |
| 4 |
Union Pacific
UNP
|
$44.4M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$30.5M |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Consumer Discretionary | 5.84% |
| 3 | Financials | 1.25% |
| 4 | Energy | 0.77% |
| 5 | Communication Services | 0.73% |
