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Robert Key

@Ccm Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$904.84MTotal holdings75
Assets growth rate0.89%Assets growth rate (2-Q avg)3.11%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ccm Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Ccm Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 904.84M in assets, with a quarterly growth rate of 0.89% and a 2-quarter average growth rate of 3.11%. The portfolio is managed by Robert Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp.
Recent Activity
Decreased -4.73%
3.98%
$35.986M
267,969 shares@ $134.3 avg price
AMZNAmazon.com Inc.
Recent Activity
Decreased -1.1%
3.61%
$32.6M
148,596 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -6.23%
3.54%
$31.972M
137,905 shares@ $231.85 avg price
METAMeta Platforms Inc.
Recent Activity
Decreased -2.12%
2.84%
$25.68M
43,859 shares@ $585.52 avg price
NFLXNetflix Inc
Recent Activity
Decreased -6.11%
2.53%
$22.866M
25,654 shares@ $891.33 avg price
BKNGBooking Holdings Inc.
Recent Activity
Decreased -5.75%
2.45%
$22.132M
4,454 shares@ $4968.99 avg price
ETNEaton Corp.
Recent Activity
Decreased -2.8%
2.32%
$20.956M
63,144 shares@ $331.88 avg price
CATCaterpillar Inc Del
Recent Activity
Decreased -4.9%
2.28%
$20.596M
56,776 shares@ $362.77 avg price
JPMJ. P. Morgan
Recent Activity
Decreased -1.82%
2.26%
$20.437M
85,255 shares@ $239.72 avg price
HDHome Depot Inc.
Recent Activity
Decreased -0.87%
2.2%
$19.819M
50,949 shares@ $389.0 avg price