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
$1.51B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$48.5M
2 +$22.4M
3 +$11.8M
4
HSY icon
Hershey
HSY
+$7.95M
5
JPM icon
JPMorgan Chase
JPM
+$226K

Top Sells

1 +$5.68M
2 +$3.52M
3 +$2.22M
4
BN icon
Brookfield
BN
+$2.17M
5
W icon
Wayfair
W
+$1.54M

Sector Composition

1 Financials 59.87%
2 Communication Services 14.32%
3 Industrials 9.13%
4 Consumer Discretionary 8.01%
5 Energy 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.01%
+2,000
52
-4,250