CCM

Check Capital Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 22.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.55%
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
+$31.8M
2
+$7.8M
3
+$6.89M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.27M
5
WMT icon
Walmart Inc
WMT
+$1.04M

Top Sells

1
+$28.8M
2
+$7.75M
3
+$2.42M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
MCD icon
McDonald's
MCD
+$1.02M

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
– –
-8,800
57
– –
-1,897
1 2
3