CCM

Carderock Capital Management Portfolio holdings

AUM $411M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.11M
3 +$810K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$523K
5
VFC icon
VF Corp
VFC
+$380K

Top Sells

1 +$1.71M
2 +$1.4M
3 +$800K
4
MA icon
Mastercard
MA
+$549K
5
FI icon
Fiserv
FI
+$525K

Sector Composition

1 Technology 21.64%
2 Healthcare 20.13%
3 Industrials 16.35%
4 Financials 6.85%
5 Consumer Staples 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
0
227
0
228
0
229
$0 ﹤0.01%
+5