CCM

Check Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 8.7%
This Quarter Est. Return
1 Year Est. Return
+8.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$7.63M
3
+$6.52M
4
IBM icon
IBM
IBM
+$4.82M
5
MDT icon
Medtronic
MDT
+$2.52M

Top Sells

1
+$9.39M
2
+$8.06M
3
+$7.5M
4
PEP icon
PepsiCo
PEP
+$2.82M
5
MSFT icon
Microsoft
MSFT
+$2.14M

Sector Composition

1 Financials 52.24%
2 Technology 25.25%
3 Healthcare 10.9%
4 Consumer Staples 6.89%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.06%
36,811
-966
27
$469K 0.06%
+8,940
28
$449K 0.05%
2,225
29
$437K 0.05%
16,468
+5,966
30
$405K 0.05%
4,889
-34,000
31
$363K 0.04%
4,000
-570
32
$360K 0.04%
16,050
+5,700
33
$357K 0.04%
2,655
-27
34
$343K 0.04%
6,751
35
$342K 0.04%
8,535
36
$339K 0.04%
4,724
-23
37
$318K 0.04%
3,516
-68
38
$291K 0.04%
2,500
39
$279K 0.03%
3,700
-300
40
$271K 0.03%
2,675
+202
41
$246K 0.03%
+8,300
42
$232K 0.03%
24,225
-1,200
43
$201K 0.02%
+1,610
44
$201K 0.02%
+8,000
45
$188K 0.02%
12,200
46
$152K 0.02%
3,213
-291
47
– –
-3,000
48
– –
-1,900
49
– –
-4,700
50
– –
-7,000
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2
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