3IP

3Chopt Investment Partners Portfolio holdings

AUM $416M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.61M
3 +$1.42M
4
CF icon
CF Industries
CF
+$1.09M
5
RL icon
Ralph Lauren
RL
+$839K

Top Sells

1 +$2.31M
2 +$2.3M
3 +$1.79M
4
AES icon
AES
AES
+$1.13M
5
META icon
Meta Platforms (Facebook)
META
+$983K

Sector Composition

1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SW
251
Smurfit Westrock
SW
$21.6B
-8,732