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
$145M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$70.2K

Top Sells

1
+$4.83M
2
+$1.14M
3
+$1.09M
4
CRM icon
Salesforce
CRM
+$789K
5
AAPL icon
Apple
AAPL
+$758K

Sector Composition

1 Technology 25.39%
2 Financials 20.79%
3 Consumer Discretionary 15.53%
4 Communication Services 9.11%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.12%
14,408
27
$1.18M 0.82%
5,892
-114
28
$1.13M 0.78%
7,090
29
$851K 0.59%
3,116
-400
30
$782K 0.54%
2,073
31
$764K 0.53%
2,394
32
$725K 0.5%
5,039
33
$640K 0.44%
20,200
34
$526K 0.36%
5,538
35
$374K 0.26%
300
36
$322K 0.22%
5,120
37
$318K 0.22%
4,500
38
$306K 0.21%
2,050
39
$285K 0.2%
3,126
40
$248K 0.17%
4,893
41
$237K 0.16%
900
42
$226K 0.16%
1,600
-300
43
$207K 0.14%
614
-200
44
– –
-8,824
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