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
$1.19B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.89M
3
+$1.03M
4
UBER icon
Uber
UBER
+$224K
5
BAC icon
Bank of America
BAC
+$127K

Top Sells

1
+$11.8M
2
+$2.68M
3
+$2.24M
4
SU icon
Suncor Energy
SU
+$1.6M
5
FDX icon
FedEx
FDX
+$1.57M

Sector Composition

1 Financials 62.27%
2 Consumer Discretionary 11.36%
3 Industrials 8.71%
4 Communication Services 8.24%
5 Energy 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 0.02%
10,276
-1,250
27
$369K 0.01%
12,520
-500
28
$362K 0.01%
816
29
$353K 0.01%
3,404
30
$341K 0.01%
17,350
+950
31
$337K 0.01%
3,843
32
$329K 0.01%
2,520
33
$277K 0.01%
3,798
34
$275K 0.01%
1,100
35
$265K 0.01%
1,687
36
$224K 0.01%
+5,200
37
$75.2K ﹤0.01%
11,900
+1,100
38
– –
-390,648
1
2