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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.34M
3
+$7.24M
4
COST icon
Costco
COST
+$6.16M
5
MA icon
Mastercard
MA
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.27%
2 Technology 18.2%
3 Industrials 12.83%
4 Communication Services 11.28%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$904K 0.83%
+4,590
27
$862K 0.79%
+19,104
28
$814K 0.74%
+13,953
29
$679K 0.62%
+5,631
30
$635K 0.58%
+5,428
31
$589K 0.54%
+4,713
32
$551K 0.5%
+8,979
33
$365K 0.33%
+12,352
34
$352K 0.32%
+7,337
35
$339K 0.31%
+15,151
36
– –
0
37
– –
0
1
2