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
$1.26B
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$700K
3
+$469K
4
MKL icon
Markel Group
MKL
+$372K
5
CDLX icon
Cardlytics
CDLX
+$360K

Top Sells

1
+$3.28M
2
+$2.72M
3
+$2.65M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87M
5
VZ icon
Verizon
VZ
+$1.78M

Sector Composition

1 Financials 57.86%
2 Consumer Discretionary 16%
3 Communication Services 8.14%
4 Industrials 7.76%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.02%
1,503
27
$496K 0.02%
8,400
+1,000
28
$439K 0.02%
1,330
29
$411K 0.02%
2,520
-140
30
$402K 0.02%
13,520
31
$383K 0.01%
1,717
-33
32
$369K 0.01%
816
+16
33
$360K 0.01%
+6,555
34
$340K 0.01%
3,404
35
$318K 0.01%
2,700
+900
36
$277K 0.01%
1,702
-25
37
$268K 0.01%
+4,709
38
$250K 0.01%
1,635
39
$230K 0.01%
1,100
40
$216K 0.01%
4,048
41
$213K 0.01%
4,700
42
$205K 0.01%
13,755
-72,025
43
– –
-1,500
44
– –
-9,800
45
– –
-5,985
1
2