CIM

Chapman Investment Management Portfolio holdings

AUM $141M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$727K
3
+$611K
4
ACN icon
Accenture
ACN
+$529K
5
LLY icon
Eli Lilly
LLY
+$303K

Top Sells

1
+$5.31M
2
+$2.25M
3
+$2.2M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.06M
5
COST icon
Costco
COST
+$472K

Sector Composition

1 Financials 33.19%
2 Technology 20.5%
3 Consumer Discretionary 15.71%
4 Industrials 10.17%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$299B
$267K 0.19%
1,722
-311
NSP icon
27
Insperity
NSP
$1.35B
$264K 0.19%
+5,357
WTM icon
28
White Mountains Insurance
WTM
$5.15B
$239K 0.17%
143
BAC icon
29
Bank of America
BAC
$395B
$209K 0.15%
+4,058
CMG icon
30
Chipotle Mexican Grill
CMG
$44.5B
– –
-18,935
GEHC icon
31
GE HealthCare
GEHC
$38.4B
– –
-71,677
XOM icon
32
Exxon Mobil
XOM
$492B
– –
-2,695
1
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