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
$817M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.5M
3
+$3.56M
4
AFL icon
Aflac
AFL
+$2.25M
5
IBM icon
IBM
IBM
+$2.08M

Top Sells

1
+$19.9M
2
+$4.41M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$663K
5
SYNA icon
Synaptics
SYNA
+$366K

Sector Composition

1 Financials 49.29%
2 Technology 23.3%
3 Healthcare 12.55%
4 Consumer Staples 6.59%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.02%
+6,834
52
$208K 0.02%
+2,799
53
$205K 0.02%
+2,750
54
$155K 0.02%
4,659
+406
55
$17K ﹤0.01%
+1
56
– –
-182
57
– –
-5,200
58
– –
-4,000
59
– –
-6,100
1 2
3