CCM
Carderock Capital Management Portfolio holdings
AUM
$411M
1-Year Est. Return
13.02%
1 Year Est. Return
+13.02%
AUM
$411M
AUM Growth
+$20.9M
(+5.4%)
Holding
139
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.63M | |
| 3 | +$2.42M | |
| 4 |
Linde
LIN
|
+$1.59M |
| 5 |
Badger Meter
BMI
|
+$1.38M |
Top Sells
| 1 | +$439K | |
| 2 | +$420K | |
| 3 | +$407K | |
| 4 |
Accenture
ACN
|
+$397K |
| 5 |
Union Pacific
UNP
|
+$396K |
Sector Composition
| 1 | Technology | 35.31% |
| 2 | Industrials | 20.43% |
| 3 | Healthcare | 13.3% |
| 4 | Financials | 11.14% |
| 5 | Consumer Discretionary | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Palo Alto Networks
PANW
$148B
| – | – |
-225
|
|
||
127
PepsiCo
PEP
$202B
| – | – |
-525
|
|
||
128
Pfizer
PFE
$138B
| – | – |
-3,200
|
|
||
129
Procter & Gamble
PG
$350B
| – | – |
-1,075
|
|