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
$122M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$5.01M
3
+$753K
4
BAC icon
Bank of America
BAC
+$716K
5
GILD icon
Gilead Sciences
GILD
+$462K

Top Sells

1
+$2.27M
2
+$1.62M
3
+$7.63K

Sector Composition

1 Technology 26.96%
2 Financials 26.5%
3 Consumer Discretionary 10.51%
4 Communication Services 9.63%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1%
13,015
27
$1.22M 1%
43,175
-270
28
$855K 0.7%
37,432
29
$840K 0.69%
4,422
+18
30
$819K 0.67%
44,520
31
$638K 0.52%
14,276
32
$610K 0.5%
23,839
33
$603K 0.49%
5,039
34
$562K 0.46%
6,302
35
$536K 0.44%
12,000
36
$520K 0.43%
5,000
37
$462K 0.38%
+6,000
38
$342K 0.28%
7,337
39
$287K 0.23%
+4,198
40
$247K 0.2%
15,151
41
– –
-8,851
1
2