CCM

Chickasaw Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 11.91%
This Quarter Est. Return
1 Year Est. Return
+11.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$9.09M
3 +$1.61M
4
COIN icon
Coinbase
COIN
+$299K
5
MRK icon
Merck
MRK
+$248K

Top Sells

1 +$18.2M
2 +$13.9M
3 +$11.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$8.14M
5
MPLX icon
MPLX
MPLX
+$6.26M

Sector Composition

1 Energy 94.32%
2 Technology 1.37%
3 Financials 1.14%
4 Consumer Discretionary 1.09%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$248K 0.01%
+3,183
77
$240K 0.01%
5,413
-66
78
$237K 0.01%
+10,920
79
$233K 0.01%
2,000
80
$200K 0.01%
+4,200
81
-70,555
82
-36,975