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
$897M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$32.3M
2 +$7.74M
3 +$6.79M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.21M
5
WMT icon
Walmart
WMT
+$965K

Top Sells

1 +$28.8M
2 +$7.9M
3 +$2.31M
4
WFC icon
Wells Fargo
WFC
+$1.75M
5
MCD icon
McDonald's
MCD
+$998K

Sector Composition

1 Financials 55.81%
2 Technology 17.41%
3 Communication Services 6.13%
4 Industrials 5.3%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,526
52
-4,260
53
-2,458
54
-2,983
55
-3,170
56
-338,143
57
-8,800