CIM
Chapman Investment Management Portfolio holdings
AUM
$143M
1-Year Est. Return
22.43%
1 Year Est. Return
+22.43%
AUM
$143M
AUM Growth
+$9.34M
(+7%)
Holding
29
Top Buys
| 1 | +$291K | |
| 2 | +$162K | |
| 3 | +$89.1K | |
| 4 |
S&P Global
SPGI
|
+$66.4K |
| 5 |
Costco
COST
|
+$52.5K |
Top Sells
| 1 | +$826K | |
| 2 | +$776K | |
| 3 | +$506K | |
| 4 |
Exxon Mobil
XOM
|
+$76.3K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$313B
| $291K | 0.2% |
2,033
-225
|
|
||
27
Meta Platforms (Facebook)
META
$1.84T
| $291K | 0.2% |
+394
|
|
||
|
28
Exxon Mobil
XOM
$489B
| $291K | 0.2% |
2,695
-708
|
|
||
29
White Mountains Insurance
WTM
$4.9B
| $257K | 0.18% |
143
|
|