CIA

CCM Investment Advisers Portfolio holdings

AUM $1.02B
1-Year Est. Return 30.73%
This Quarter Est. Return
1 Year Est. Return
+30.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$905M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$2.79M
3
+$2.16M
4
DUK icon
Duke Energy
DUK
+$1.76M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.47M

Top Sells

1
+$6.61M
2
+$3.13M
3
+$2.24M
4
AVGO icon
Broadcom
AVGO
+$2.12M
5
EVR icon
Evercore
EVR
+$2.08M

Sector Composition

1 Technology 31.04%
2 Financials 11.99%
3 Consumer Discretionary 11.35%
4 Healthcare 10.27%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-721
77
– –
-721
1 2 3
4