CIM

Chapman Investment Management Portfolio holdings

AUM $137M
1-Year Est. Return 13.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$324K
3
+$269K
4
ACN icon
Accenture
ACN
+$251K
5
MA icon
Mastercard
MA
+$53.1K

Top Sells

1
+$2.96M
2
+$1.11M
3
+$876K
4
MELI icon
Mercado Libre
MELI
+$353K
5
NSP icon
Insperity
NSP
+$264K

Sector Composition

1 Financials 35.54%
2 Technology 20.62%
3 Consumer Discretionary 15.08%
4 Industrials 10.49%
5 Consumer Staples 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
26
Chevron
CVX
$375B
$262K 0.19%
1,722
BAC icon
27
Bank of America
BAC
$344B
$223K 0.16%
4,059
+1
NSP icon
28
Insperity
NSP
$840M
– –
-5,357
ZTS icon
29
Zoetis
ZTS
$51.3B
– –
-5,988
1
2