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
$135M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.34M
3
+$688K
4
AL icon
Air Lease Corp
AL
+$481K
5
ISRG icon
Intuitive Surgical
ISRG
+$391K

Top Sells

1
+$3.02M
2
+$1.35M
3
+$1.22M
4
WFC icon
Wells Fargo
WFC
+$610K
5
CSCO icon
Cisco
CSCO
+$342K

Sector Composition

1 Technology 27.5%
2 Financials 23.38%
3 Consumer Discretionary 10.41%
4 Industrials 9.7%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.02%
27,155
27
$1.25M 0.93%
13,015
28
$806K 0.6%
37,432
29
$700K 0.52%
5,039
30
$693K 0.51%
44,520
31
$688K 0.51%
+8,698
32
$592K 0.44%
12,000
33
$490K 0.36%
14,276
34
$462K 0.34%
5,022
+22
35
$454K 0.34%
6,302
36
$379K 0.28%
6,000
37
$272K 0.2%
4,198
38
$223K 0.16%
15,151
39
– –
-127,281
40
– –
-7,337
41
– –
-43,175
42
– –
-23,839
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