We are live on ! Find out more
CTC

Chai Trust Company Portfolio holdings

AUM $1.18B
1-Year Est. Return 19.62%
This Fund
S&P 500
This Quarter Est. Return
+6.76%
1 Year Est. Return
-19.62%
3 Year Est. Return
-20.22%
5 Year Est. Return
-0.26%
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$78.9M
Cap. Flow
+$8.83M
Cap. Flow %
0.74%
Top 10 Hldgs %
97.85%
Holding
20
New
Increased
4
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 35.84%
2 Energy 25.09%
3 Utilities 18.95%
4 Industrials 8.89%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PARR icon
1
Par Pacific Holdings
PARR
$4.31B
$298M 25.09%
13,046,376
ELS icon
2
Equity Lifestyle Properties
ELS
$12.6B
$233M 19.61%
3,489,774
CVA
3
DELISTED
Covanta Holding Corporation
CVA
$224M 18.83%
12,949,182
AXE
4
DELISTED
Anixter International Inc
AXE
$106M 8.89%
1,528,299
EQR icon
5
Equity Residential
EQR
$24.9B
$104M 8.78%
1,210,706
EQC
6
DELISTED
Equity Commonwealth
EQC
$88.5M 7.44%
2,584,300
EXTN
7
DELISTED
Exterran Corporation
EXTN
$60.5M 5.09%
4,631,691
VTI icon
8
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$28.9M 2.43%
191,519
+31,887
+20% +$4.81M
RSP icon
9
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$12M 1.01%
67,302
+10,734
+19% +$1.15M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$229B
$8.05M 0.68%
196,075
+35,242
+22% +$1.44M
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$7.68M 0.65%
156,673
+28,848
+23% +$1.43M
BX icon
12
Blackstone
BX
$102B
$4.88M 0.41%
100,000
GLD icon
13
SPDR Gold Trust
GLD
$131B
$4.86M 0.41%
35,000
NG icon
14
NovaGold Resources
NG
$2.56B
$3.04M 0.26%
500,000
GNE icon
15
Genie Energy
GNE
$367M
$1.44M 0.12%
193,000
KKR icon
16
KKR & Co
KKR
$91.1B
$1.34M 0.11%
50,000
SDS icon
17
ProShares UltraShort S&P500
SDS
$415M
$1.25M 0.11%
1,700
QID icon
18
ProShares UltraShort QQQ
QID
$282M
$751K 0.06%
1,250
TRQ
19
DELISTED
Turquoise Hill Resources Ltd
TRQ
$238K 0.02%
50,000
TMQ
20
Trilogy Metals
TMQ
$541M
$83K 0.01%
49,999

Similar funds

Chai Trust Company's Q3 2019 Portfolio in Review

As of Q3 2019, Chai Trust Company held 20 positions worth $1.19B, up 7.1% from $1.11B the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Trading was light in Q3 2019: portfolio turnover was 0%. Chai Trust Company opened no new positions and made no exits, leaving the 20-position portfolio largely intact.

By sector, the portfolio is most concentrated in Real Estate at 36% of assets, up from 35% a quarter earlier, followed by Energy and Utilities.

  • Chai Trust Company added most to Vanguard Morningstar Total Stock Market ETF in Q3 2019, an estimated $4.81M increase.
  • Chai Trust Company's ten largest holdings make up 98% of its $1.19B portfolio in Q3 2019.
  • Chai Trust Company opened 0 new positions and closed 0 in Q3 2019.
  • Chai Trust Company's portfolio value rose 7.1% quarter-over-quarter to $1.19B.

Based on Chai Trust Company's 13F filing for Q3 2019, filed 14 Nov 2019.