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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
AAPLApple Inc.
Recent Activity
Increased 0.1%
3.65%
$33.001M
131,781 shares@ $250.43 avg price
GOOGLAlphabet Inc. Class A
Recent Activity
Increased 0.85%
3.27%
$29.511M
155,896 shares@ $189.31 avg price
MSFTMicrosoft Corp.
Recent Activity
Increased 1.89%
3.25%
$29.351M
69,635 shares@ $421.51 avg price
JBLJabil Circuit, Inc.
Recent Activity
Increased 0.74%
2.62%
$23.695M
164,665 shares@ $143.91 avg price
CRMSalesforce Inc.
Recent Activity
Increased 0.23%
2.49%
$22.502M
67,304 shares@ $334.34 avg price
CSCOCisco Systems
Recent Activity
Increased 4.34%
2.14%
$19.317M
326,303 shares@ $59.21 avg price
TMOThermo Fisher Scientific
Recent Activity
Increased 9.7%
1.84%
$16.606M
31,921 shares@ $520.24 avg price
UNHUnitedhealth Group Inc.
Recent Activity
Increased 7.62%
1.81%
$16.363M
32,346 shares@ $505.88 avg price
AMATApplied Materials Inc.
Recent Activity
Increased 15.86%
1.75%
$15.776M
97,007 shares@ $162.64 avg price
ABBVAbbvie Inc.
Recent Activity
Increased 1.7%
1.62%
$14.615M
82,244 shares@ $177.71 avg price