CCM
Catawba Capital Management Portfolio holdings
AUM
$425M
1-Year Return
13.02%
This Quarter Return
+1.48%
1 Year Return
+13.02%
3 Year Return
+33.12%
5 Year Return
+69.72%
10 Year Return
–
AUM
$360M
AUM Growth
–
Cap. Flow
+$360M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.52%
Holding
220
New
220
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.3M |
| 2 |
CVS Health
CVS
|
$8.81M |
| 3 |
Union Pacific
UNP
|
$7.95M |
| 4 |
Walt Disney
DIS
|
$7.44M |
| 5 |
IBM
IBM
|
$6.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.78% |
| 2 | Energy | 15.64% |
| 3 | Industrials | 14.63% |
| 4 | Technology | 11.6% |
| 5 | Financials | 7.91% |
