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
$1.31B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$15.2M
3
+$10.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.44M
5
WBA
Walgreens Boots Alliance
WBA
+$6.51M

Top Sells

1
+$53.5M
2
+$9.01M
3
+$2.23M
4
LH icon
Labcorp
LH
+$1.35M
5
QCOM icon
Qualcomm
QCOM
+$1.22M

Sector Composition

1 Financials 42.09%
2 Consumer Discretionary 18.63%
3 Consumer Staples 7.71%
4 Healthcare 7.06%
5 Technology 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.01%
6,800
52
$239K 0.01%
6,900
53
$234K 0.01%
5,225
54
$230K 0.01%
2,500
55
$229K 0.01%
7,881
+2,232
56
$226K 0.01%
8,199
-100
57
$210K 0.01%
10,100
58
– –
-3,842
59
– –
-15,264
60
– –
-18,473
1 2
3