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
51
-598,200
52
-456