CD

Chapin Davis Portfolio holdings

AUM $449M
1-Year Est. Return 69.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$8.82M
3 +$7.02M
4
MRNA icon
Moderna
MRNA
+$5.86M
5
CF icon
CF Industries
CF
+$5.45M

Top Sells

1 +$11.6M
2 +$6.86M
3 +$6.84M
4
AVGO icon
Broadcom
AVGO
+$6.83M
5
IDXX icon
Idexx Laboratories
IDXX
+$5.54M

Sector Composition

1 Technology 35.28%
2 Financials 8.07%
3 Industrials 7.95%
4 Healthcare 6.91%
5 Materials 5.2%