3IP

3Chopt Investment Partners Portfolio holdings

AUM $440M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.64M
3
+$1.09M
4
BKNG icon
Booking.com
BKNG
+$983K
5
DBX icon
Dropbox
DBX
+$982K

Top Sells

1
+$1.95M
2
+$1.74M
3
+$1.32M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
ACGL icon
Arch Capital
ACGL
+$708K

Sector Composition

1 Technology 17.01%
2 Financials 12.53%
3 Healthcare 12.17%
4 Consumer Staples 6.22%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.11%
13,422
-180
27
$2.19M 1.09%
25,200
+1,570
28
$2.18M 1.09%
4,742
-565
29
$2.16M 1.08%
58,162
+3,225
30
$2.15M 1.08%
37,946
+2,573
31
$2.09M 1.05%
16,666
+5,104
32
$2.05M 1.02%
5,819
-276
33
$1.97M 0.98%
14,860
-2,154
34
$1.72M 0.86%
23,637
+9,319
35
$1.72M 0.86%
13,026
-162
36
$1.7M 0.85%
17,230
+1,056
37
$1.66M 0.83%
7,984
-1,458
38
$1.61M 0.8%
37,670
-4,162
39
$1.59M 0.8%
5,550
-615
40
$1.59M 0.8%
59,610
+36,802
41
$1.54M 0.77%
24,105
+3,915
42
$1.52M 0.76%
13,857
+2,606
43
$1.5M 0.75%
27,552
+9,642
44
$1.5M 0.75%
236
+78
45
$1.47M 0.73%
28,005
46
$1.43M 0.72%
14,601
-1,237
47
$1.41M 0.71%
8,959
+95
48
$1.39M 0.69%
43,918
-914
49
$1.28M 0.64%
10,598
+1,790
50
$1.16M 0.58%
5,095
+19
1
2
3 4 5