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
$1B
AUM Growth
-$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.9M
3
+$14.7M
4
BAC icon
Bank of America
BAC
+$11.7M
5
CSC
Computer Sciences
CSC
+$11.6M

Top Sells

1
+$16.9M
2
+$15.8M
3
+$15.6M
4
UNP icon
Union Pacific
UNP
+$7.77M
5
JBL icon
Jabil
JBL
+$6.67M

Sector Composition

1 Healthcare 18.68%
2 Technology 17.58%
3 Financials 16.9%
4 Industrials 10.65%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5