CM

Capula Management Portfolio holdings

AUM $8.15B
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$6.47M
3 +$5.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$118K
5
NEWT icon
NewtekOne
NEWT
+$1K

Top Sells

No sells this quarter

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.6M 2.85%
+116,405
2
$6.47M 1.59%
+201,061
3
$5.55M 1.37%
+157,173
4
$118K 0.03%
+2,008
5
$1K ﹤0.01%
+55
6
0