Robert Key

@Ccm Investment Advisers Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$904.84M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ORealty Income Corp. Recent Activity Exited	0%	$502,286 7,920 shares@ $63.42 avg price	Exited
0020⤦At&t Pfd Recent Activity Exited	0%	$300,120 12,000 shares@ $25.01 avg price	Exited
AMGNAmgen Recent Activity Exited	0%	$232,313 721 shares@ $322.21 avg price	Exited
HUMHumana Inc. Recent Activity Exited	0%	$228,369 721 shares@ $316.74 avg price	Exited