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
$153M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$603K
3
+$505K
4
MA icon
Mastercard
MA
+$274K
5
PYPL icon
PayPal
PYPL
+$274K

Top Sells

1
+$2.34M
2
+$693K
3
+$272K
4
JPM icon
JPMorgan Chase
JPM
+$27.4K

Sector Composition

1 Technology 24.58%
2 Financials 23.1%
3 Consumer Discretionary 13.05%
4 Communication Services 10.52%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.92%
27,457
+302
27
$824K 0.54%
37,955
+523
28
$762K 0.5%
9,761
+1,063
29
$701K 0.46%
5,039
30
$658K 0.43%
12,000
31
$656K 0.43%
5,155
+133
32
$588K 0.38%
14,276
33
$532K 0.35%
6,302
34
$350K 0.23%
6,000
35
$299K 0.19%
15,151
36
– –
-44,520
37
– –
-4,198
38
– –
-10,894
1
2