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
$294M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.3M
3 +$852K
4
GNRC icon
Generac Holdings
GNRC
+$763K
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$717K

Top Sells

1 +$2.14M
2 +$851K
3 +$748K
4
LMT icon
Lockheed Martin
LMT
+$736K
5
TER icon
Teradyne
TER
+$708K

Sector Composition

1 Technology 14.13%
2 Healthcare 7.65%
3 Financials 5.72%
4 Consumer Discretionary 4.81%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$209K 0.07%
2,287
-50
202
$206K 0.07%
+1,165
203
$203K 0.07%
+6,702
204
$203K 0.07%
+867
205
$201K 0.07%
+763