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
$180M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.18M
3
+$1.09M
4
DIS icon
Walt Disney
DIS
+$408K
5
AAPL icon
Apple
AAPL
+$226K

Top Sells

1
+$868K
2
+$771K

Sector Composition

1 Technology 28.86%
2 Financials 19.58%
3 Consumer Discretionary 12.25%
4 Communication Services 11.02%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.96%
31,027
+970
27
$1.71M 0.95%
27,457
28
$1.58M 0.88%
2,991
+2,236
29
$1.51M 0.84%
6,669
+4,803
30
$810K 0.45%
10,411
+650
31
$749K 0.42%
5,155
32
$732K 0.41%
13,522
+1,488
33
$680K 0.38%
5,039
34
$660K 0.37%
6,302
35
$548K 0.3%
4,198
36
$443K 0.25%
2,050
37
$429K 0.24%
1,535
38
$416K 0.23%
2,850
39
$413K 0.23%
6,000
40
$377K 0.21%
15,151
41
– –
-37,955
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