CCM

Carderock Capital Management Portfolio holdings

AUM $413M
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$120K
3
+$88.3K
4
CVX icon
Chevron
CVX
+$83.9K
5
QCOM icon
Qualcomm
QCOM
+$83.2K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$947K
4
ABBV icon
AbbVie
ABBV
+$832K
5
MCD icon
McDonald's
MCD
+$786K

Sector Composition

1 Technology 22.12%
2 Healthcare 20.66%
3 Industrials 16.07%
4 Financials 6.89%
5 Materials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
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