CAM

Creekmur Asset Management Portfolio holdings

AUM $603M
1-Year Est. Return 20.86%
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$4.85M
3 +$1.99M
4
LDOS icon
Leidos
LDOS
+$1.51M
5
MMM icon
3M
MMM
+$1.42M

Top Sells

1 +$6.15M
2 +$6M
3 +$5.01M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.21M

Sector Composition

1 Technology 8.48%
2 Industrials 4.24%
3 Healthcare 3.16%
4 Consumer Discretionary 2.88%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$70.4K 0.01%
480
-467
277
$69.7K 0.01%
1,366
+1,283
278
$68.2K 0.01%
1,060
279
$67.7K 0.01%
1,692
-3
280
$66.1K 0.01%
707
+3
281
$65.3K 0.01%
1,701
-1,913
282
$65.2K 0.01%
1,462
+5
283
$65.1K 0.01%
1,034
284
$65.1K 0.01%
3,106
+1,350
285
$64.7K 0.01%
460
286
$64.6K 0.01%
853
-1
287
$64.6K 0.01%
7,510
+2,306
288
$64.5K 0.01%
409
-17
289
$64.3K 0.01%
1,904
-56
290
$64.2K 0.01%
662
+2
291
$63K 0.01%
1,168
+114
292
$61.2K 0.01%
4,074
+4,056
293
$60.7K 0.01%
1,599
294
$59.6K 0.01%
222
-43
295
$58K 0.01%
290
+266
296
$57.7K 0.01%
813
-52
297
$57.2K 0.01%
415
298
$55.7K 0.01%
1,000
299
$55.3K 0.01%
261
-1
300
$54.1K 0.01%
344
-4