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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
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
CSCOCisco Systems
Recent Activity
Increased 4.34%
2.14%
$19.317M
326,303 shares@ $59.21 avg price
WMTWal Mart Stores
Recent Activity
Decreased -1.38%
2.01%
$18.159M
200,986 shares@ $90.36 avg price
VVisa Inc.
Recent Activity
Decreased -0.6%
1.88%
$16.921M
53,539 shares@ $316.05 avg price
TMOThermo Fisher Scientific
Recent Activity
Increased 9.7%
1.84%
$16.606M
31,921 shares@ $520.24 avg price
FIFiserv Inc.
Recent Activity
Decreased -10.08%
1.83%
$16.494M
80,294 shares@ $205.43 avg price