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
$227M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2M
3 +$1.82M
4
SLB icon
SLB Ltd
SLB
+$760K
5
CVX icon
Chevron
CVX
+$516K

Top Sells

1 +$5.73M
2 +$878K
3 +$868K
4
CHD icon
Church & Dwight Co
CHD
+$821K
5
KDP icon
Keurig Dr Pepper
KDP
+$730K

Sector Composition

1 Technology 29.34%
2 Healthcare 18.56%
3 Industrials 11.08%
4 Financials 9.34%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,878
77
-10,102