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CWM

Chesapeake Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
-0.5%
1 Year Est. Return
+17.8%
3 Year Est. Return
+57.49%
5 Year Est. Return
+67.32%
10 Year Est. Return
AUM
$217M
AUM Growth
Cap. Flow
+$221M
Cap. Flow %
102.16%
Top 10 Hldgs %
32.72%
Holding
178
New
178
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 10.15%
2 Healthcare 7.93%
3 Financials 7.59%
4 Industrials 6.44%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$11M 5.08%
+93,721
New +$11.1M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$139B
$10.4M 4.82%
+97,371
New +$10.5M
SPMB icon
3
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.02B
$8.74M 4.04%
+340,677
New +$8.73M
SCHF icon
4
Schwab International Equity ETF
SCHF
$65.4B
$8.12M 3.75%
+481,428
New +$8.29M
IWV icon
5
iShares Russell 3000 ETF
IWV
$19.6B
$6.03M 2.78%
+38,565
New +$6.23M
HYG icon
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$6.01M 2.78%
+70,203
New +$6.07M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$82.2B
$5.71M 2.64%
+104,320
New +$5.65M
SCHZ icon
8
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$5.37M 2.48%
+210,598
New +$5.39M
EFA icon
9
iShares MSCI EAFE ETF
EFA
$76.5B
$5.25M 2.42%
+75,297
New +$5.37M
MSFT icon
10
Microsoft
MSFT
$2.93T
$4.19M 1.93%
+45,901
New +$4.2M
IWR icon
11
iShares Russell Mid-Cap ETF
IWR
$56.6B
$3.64M 1.68%
+70,584
New +$3.72M
IWM icon
12
iShares Russell 2000 ETF
IWM
$82.2B
$3.33M 1.54%
+21,920
New +$3.39M
AAPL icon
13
Apple
AAPL
$4.9T
$3.05M 1.41%
+72,728
New +$3.13M
JPM icon
14
JPMorgan Chase
JPM
$907B
$2.99M 1.38%
+27,165
New +$3.08M
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.76M 1.28%
+159,828
New +$2.82M
XLK icon
16
State Street Technology Select Sector SPDR ETF
XLK
$114B
$2.65M 1.22%
+80,988
New +$2.72M
JNJ icon
17
Johnson & Johnson
JNJ
$609B
$2.54M 1.17%
+19,839
New +$2.68M
BLK icon
18
Blackrock
BLK
$166B
$2.53M 1.17%
+4,679
New +$2.57M
SCHB icon
19
Schwab US Broad Market ETF
SCHB
$43B
$2.43M 1.12%
+228,780
New +$2.51M
BA icon
20
Boeing
BA
$169B
$2.41M 1.11%
+7,361
New +$2.49M
TXN icon
21
Texas Instruments
TXN
$258B
$2.4M 1.11%
+23,112
New +$2.5M
UNH icon
22
UnitedHealth
UNH
$387B
$2.34M 1.08%
+10,923
New +$2.49M
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$14.6B
$2.2M 1.02%
+124,785
New +$2.24M
LHX icon
24
L3Harris
LHX
$52.5B
$2.14M 0.99%
+13,244
New +$2.02M
DD icon
25
DuPont de Nemours
DD
$18.3B
$2.1M 0.97%
+12,987
New +$2.35M

Similar funds

Chesapeake Wealth Management's Q1 2018 Portfolio in Review

Q1 2018 is the first quarter with a 13F filing on record for Chesapeake Wealth Management, which disclosed 178 positions worth $217M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is iShares iBoxx $ Investment Grade Corporate Bond ETF: 93,721 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, followed by Healthcare and Financials.

  • Chesapeake Wealth Management's largest Q1 2018 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 93,721 shares worth $11M.
  • Chesapeake Wealth Management's ten largest holdings make up 33% of its $217M portfolio in Q1 2018.
  • Chesapeake Wealth Management disclosed 178 positions in Q1 2018, its first 13F filing on record.

Based on Chesapeake Wealth Management's 13F filing for Q1 2018, filed 4 Jun 2018.