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
$225M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$952K
2 +$887K
3 +$679K
4
AXP icon
American Express
AXP
+$622K
5
COST icon
Costco
COST
+$587K

Top Sells

1 +$840K
2 +$726K
3 +$691K
4
DXC icon
DXC Technology
DXC
+$689K
5
PNC icon
PNC Financial Services
PNC
+$640K

Sector Composition

1 Technology 11.21%
2 Healthcare 8.63%
3 Financials 7.17%
4 Industrials 5.72%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,569
202
-3,981
203
-2,403