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
$202M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Sells

1 +$540K
2 +$501K
3 +$468K
4
CDNS icon
Cadence Design Systems
CDNS
+$468K
5
PANW icon
Palo Alto Networks
PANW
+$437K

Sector Composition

1 Technology 10.25%
2 Healthcare 8.77%
3 Financials 6.72%
4 Industrials 4.82%
5 Consumer Staples 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,576
202
-1,537
203
-7,807
204
-8,659
205
-1,996
206
-6,185
207
-8,980
208
-10,333
209
-1,964