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CIM
Chapman Investment Management Portfolio holdings
AUM
$121M
1-Year Est. Return
1.51%
This Fund
S&P 500
1 Year Est. Return
+1.51%
AUM
$121M
AUM Growth
-$15.5M
(-11%)
Holding
28
Top Buys
| 1 | +$1.09M | |
| 2 | +$1.01M | |
| 3 | +$520K | |
| 4 |
Accenture
ACN
|
+$202K |
| 5 |
Intuitive Surgical
ISRG
|
+$99.7K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$482K | |
| 3 | +$480K | |
| 4 |
Bank of America
BAC
|
+$223K |
| 5 |
Amazon
AMZN
|
+$69.6K |
Sector Composition
| 1 | Financials | 34.85% |
| 2 | Technology | 20.43% |
| 3 | Consumer Discretionary | 15.13% |
| 4 | Consumer Staples | 11.9% |
| 5 | Industrials | 11.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
White Mountains Insurance
WTM
$5B
| $314K | 0.26% |
143
|
|
||
27
Meta Platforms (Facebook)
META
$1.45T
| – | – |
-5,422
|
|
||
|
28
Bank of America
BAC
$387B
| – | – |
-4,059
|
|