CCM
Carderock Capital Management Portfolio holdings
AUM
$411M
1-Year Est. Return
13.02%
1 Year Est. Return
+13.02%
AUM
$390M
AUM Growth
+$13M
(+3.5%)
Holding
140
Top Buys
| 1 | +$2.64M | |
| 2 | +$2.41M | |
| 3 | +$1.65M | |
| 4 |
Leidos
LDOS
|
+$1.47M |
| 5 |
Eli Lilly
LLY
|
+$1.23M |
Top Sells
| 1 | +$5.43M | |
| 2 | +$4.5M | |
| 3 | +$2.21M | |
| 4 |
Intuitive Surgical
ISRG
|
+$2.05M |
| 5 |
Parker-Hannifin
PH
|
+$1.9M |
Sector Composition
| 1 | Technology | 33.24% |
| 2 | Industrials | 21.27% |
| 3 | Healthcare | 13.39% |
| 4 | Financials | 12.05% |
| 5 | Consumer Discretionary | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Brookfield Asset Management
BAM
$86.6B
| $11.1K | ﹤0.01% |
+200
|
|
||
127
Tesla
TSLA
$1.46T
| $2.86K | ﹤0.01% |
+9
|
|
||
128
Hershey
HSY
$34.7B
| $1.49K | ﹤0.01% |
+9
|
|
||
129
IBM
IBM
$290B
| $1.18K | ﹤0.01% |
+4
|
|
||
130
UnitedHealth
UNH
$312B
| – | – |
-10,361
|
|