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
$159M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$478K
3
+$415K
4
NFLX icon
Netflix
NFLX
+$394K
5
ZS icon
Zscaler
ZS
+$352K

Top Sells

1
+$4.71M
2
+$741K
3
+$588K
4
ECL icon
Ecolab
ECL
+$46.7K
5
PYPL icon
PayPal
PYPL
+$37.4K

Sector Composition

1 Technology 28.77%
2 Financials 19.79%
3 Consumer Discretionary 11.92%
4 Communication Services 11.29%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.94%
6,075
27
$868K 0.55%
37,955
28
$782K 0.49%
5,155
29
$718K 0.45%
9,761
30
$682K 0.43%
5,039
31
$660K 0.42%
6,302
32
$634K 0.4%
12,034
+34
33
$478K 0.3%
+4,198
34
$415K 0.26%
+1,866
35
$394K 0.25%
+755
36
$388K 0.24%
6,000
37
$352K 0.22%
+2,050
38
$331K 0.21%
15,151
39
$315K 0.2%
+2,850
40
$311K 0.2%
+1,535
41
– –
-14,339
42
– –
-14,276
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