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
$89M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.11M
3
+$1.07M
4
FAF icon
First American
FAF
+$560K
5
JPM icon
JPMorgan Chase
JPM
+$553K

Top Sells

1
+$1.39M
2
+$1.14M
3
+$862K
4
AL icon
Air Lease Corp
AL
+$505K
5
MSFT icon
Microsoft
MSFT
+$449K

Sector Composition

1 Financials 23.88%
2 Technology 23.56%
3 Communication Services 11.22%
4 Industrials 10.83%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.12%
43,445
-3,090
27
$824K 0.88%
37,432
+25,080
28
$727K 0.78%
4,404
-186
29
$684K 0.73%
23,839
+2,736
30
$601K 0.64%
44,520
+2,150
31
$554K 0.59%
5,039
+326
32
$542K 0.58%
14,276
33
$531K 0.57%
+12,000
34
$517K 0.55%
+5,000
35
$457K 0.49%
6,302
+671
36
$288K 0.31%
7,337
37
$231K 0.25%
15,151
38
– –
0
39
– –
0
40
– –
-19,104
1
2