CIA
CCM Investment Advisers Portfolio holdings
AUM
$928M
This Quarter Return
+16.83%
1 Year Return
+25.89%
3 Year Return
+115.28%
5 Year Return
+179.29%
10 Year Return
+381.77%
AUM
$928M
AUM Growth
+$928M
(+14%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
74
New
4
Increased
44
Reduced
14
Closed
3
Top Buys
| 1 |
Lockheed Martin
LMT
|
$8.22M |
| 2 |
Medtronic
MDT
|
$8.07M |
| 3 |
PepsiCo
PEP
|
$2.02M |
| 4 |
Procter & Gamble
PG
|
$1.94M |
| 5 |
Merck
MRK
|
$1.78M |
Top Sells
| 1 |
Emcor
EME
|
$9.82M |
| 2 |
UnitedHealth
UNH
|
$7.13M |
| 3 |
Broadcom
AVGO
|
$1.12M |
| 4 |
Microsoft
MSFT
|
$1.04M |
| 5 |
Jabil
JBL
|
$981K |
Sector Composition
| 1 | Technology | 31.61% |
| 2 | Financials | 12.12% |
| 3 | Communication Services | 10.12% |
| 4 | Healthcare | 10.07% |
| 5 | Consumer Discretionary | 9.98% |
