CWM

Chesapeake Wealth Management Portfolio holdings

AUM $336M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$2.57M
2 +$1.96M
3 +$1.03M
4
FORM icon
FormFactor
FORM
+$613K
5
BABA icon
Alibaba
BABA
+$549K

Sector Composition

1 Technology 14.32%
2 Healthcare 7.1%
3 Financials 5.8%
4 Consumer Discretionary 5.03%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-13,582
227
-1,284