CIM

Chapman Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 22.43%
This Quarter Est. Return
1 Year Est. Return
+22.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$291K
2 +$162K
3 +$89.1K
4
SPGI icon
S&P Global
SPGI
+$66.4K
5
COST icon
Costco
COST
+$52.5K

Top Sells

1 +$826K
2 +$776K
3 +$506K
4
XOM icon
Exxon Mobil
XOM
+$76.3K
5
MKL icon
Markel Group
MKL
+$59.9K

Sector Composition

1 Financials 32.46%
2 Technology 19.82%
3 Consumer Discretionary 16.3%
4 Consumer Staples 10.44%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COST icon
1
Costco
COST
$419B
$15M 10.44%
15,111
+53
MSFT icon
2
Microsoft
MSFT
$3.87T
$14.7M 10.28%
29,615
-30
MA icon
3
Mastercard
MA
$517B
$11.7M 8.14%
20,766
-11
MELI icon
4
Mercado Libre
MELI
$106B
$10.9M 7.61%
4,169
-12
AMZN icon
5
Amazon
AMZN
$2.32T
$10.7M 7.47%
48,787
-125
V icon
6
Visa
V
$670B
$10.2M 7.1%
28,635
-43
MKL icon
7
Markel Group
MKL
$23.9B
$9.55M 6.67%
4,782
-30
AAPL icon
8
Apple
AAPL
$3.84T
$7.23M 5.05%
35,260
-4,028
AXP icon
9
American Express
AXP
$242B
$6.84M 4.77%
21,438
-24
WM icon
10
Waste Management
WM
$87.2B
$5.78M 4.03%
25,249
+709
CTAS icon
11
Cintas
CTAS
$77.8B
$5.59M 3.9%
25,077
+169
GEHC icon
12
GE HealthCare
GEHC
$34.8B
$5.31M 3.71%
71,677
-10,479
JPM icon
13
JPMorgan Chase
JPM
$801B
$3.8M 2.65%
13,121
SPGI icon
14
S&P Global
SPGI
$146B
$3.59M 2.51%
6,813
+126
ACN icon
15
Accenture
ACN
$155B
$3.36M 2.34%
11,230
-41
ZTS icon
16
Zoetis
ZTS
$65.2B
$3.28M 2.29%
21,053
-110
UBER icon
17
Uber
UBER
$192B
$3.07M 2.14%
32,926
+108
LLY icon
18
Eli Lilly
LLY
$728B
$2.41M 1.68%
3,089
+50
EXPD icon
19
Expeditors International
EXPD
$16.1B
$2.32M 1.62%
20,273
+272
DIS icon
20
Walt Disney
DIS
$203B
$1.81M 1.27%
14,621
-344
ISRG icon
21
Intuitive Surgical
ISRG
$189B
$1.45M 1.01%
2,676
+164
SPY icon
22
SPDR S&P 500 ETF Trust
SPY
$663B
$1.23M 0.86%
1,996
-25
CMG icon
23
Chipotle Mexican Grill
CMG
$55.8B
$1.06M 0.74%
18,935
+303
ORLY icon
24
O'Reilly Automotive
ORLY
$85.9B
$696K 0.49%
7,725
+120
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$632K 0.44%
1,300
-1,041