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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
VRTXVertex Pharmctls Inc.
Recent Activity
Decreased -25.92%
0.99%
$8.941M
22,202 shares@ $402.7 avg price
PLDPrologis Inc
Recent Activity
Decreased -16.92%
0.73%
$6.592M
62,361 shares@ $105.71 avg price
STZConstellation Brands Inc-a
Recent Activity
Decreased -15.48%
0.73%
$6.548M
29,631 shares@ $221.01 avg price
TJXTjx Cos. Inc.
Recent Activity
Decreased -1.25%
0.52%
$4.677M
38,710 shares@ $120.81 avg price
SPGSimon Ppty Group
Recent Activity
Decreased -0.11%
0.26%
$2.312M
13,425 shares@ $172.21 avg price
AMTAmerican Tower Corp.
Recent Activity
Decreased -25.09%
0.16%
$1.373M
7,485 shares@ $183.41 avg price
ORLYO'reilly Automotive Inc.
Recent Activity
Decreased -4.5%
0.12%
$1.006M
848 shares@ $1185.8 avg price
LOWLowe's Companies Inc.
Recent Activity
Decreased -2.48%
0.08%
$657,722
2,665 shares@ $246.8 avg price
NUENucor Corp.
Recent Activity
Decreased -92.91%
0.06%
$503,603
4,315 shares@ $116.71 avg price
TSNTyson Foods, Inc.
Recent Activity
Decreased -1.67%
0.04%
$286,453
4,987 shares@ $57.44 avg price