CWM

Chesapeake Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 14.77%
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$580K
2 +$346K
3 +$265K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$229K
5
DHR icon
Danaher
DHR
+$204K

Sector Composition

1 Technology 14.33%
2 Healthcare 7.47%
3 Financials 4.81%
4 Consumer Discretionary 4.59%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$220K 0.09%
1,150
-55
152
$218K 0.09%
2,262
153
$205K 0.09%
+989
154
$121K 0.05%
10,599
155
-865
156
-1,049