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
376
$26.4K 0.01%
260
377
$26.1K 0.01%
1,151
-89
378
$26.1K 0.01%
1,805
+45
379
$25.8K 0.01%
825
-875
380
$25.6K 0.01%
150
-5
381
$24.4K 0.01%
164
382
$24.2K 0.01%
557
-1
383
$23.9K 0.01%
113
384
$23.5K ﹤0.01%
+596
385
$23.2K ﹤0.01%
343
386
$23K ﹤0.01%
498
387
$22.9K ﹤0.01%
608
388
$22.1K ﹤0.01%
506
389
$21.9K ﹤0.01%
347
390
$21.8K ﹤0.01%
+557
391
$21.4K ﹤0.01%
+421
392
$21.2K ﹤0.01%
856
393
$20.9K ﹤0.01%
92
394
$20.7K ﹤0.01%
860
395
$20.3K ﹤0.01%
426
396
$20.1K ﹤0.01%
274
-128
397
$20K ﹤0.01%
101
+1
398
$20K ﹤0.01%
+1,833
399
$19.8K ﹤0.01%
865
+15
400
$19.8K ﹤0.01%
244