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
$871M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$20.1M
3 +$3.64M
4
USB icon
US Bancorp
USB
+$2.13M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.04M

Top Sells

1 +$23.2M
2 +$20.7M
3 +$18.4M
4
WFC icon
Wells Fargo
WFC
+$4.89M
5
IBM icon
IBM
IBM
+$2.11M

Sector Composition

1 Financials 52.86%
2 Technology 13.26%
3 Industrials 9.71%
4 Consumer Staples 6.92%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,040
52
-3,563
53
-3,412
54
-3,900