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
$118M
AUM Growth
-$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.09M
3
+$444K
4
AMZN icon
Amazon
AMZN
+$406K
5
ADBE icon
Adobe
ADBE
+$384K

Top Sells

1
+$3.44M
2
+$1.87M
3
+$1.66M
4
MAR icon
Marriott International
MAR
+$943K
5
MTB icon
M&T Bank
MTB
+$848K

Sector Composition

1 Financials 28.15%
2 Technology 25.88%
3 Consumer Discretionary 13.82%
4 Healthcare 8.65%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$862K 0.73%
2,017
-75
27
$679K 0.58%
2,283
+549
28
$615K 0.52%
16,800
+8,050
29
$455K 0.39%
1,112
+52
30
$444K 0.38%
+869
31
$384K 0.33%
257
-43
32
$361K 0.31%
13,190
+1,002
33
$326K 0.28%
+7,085
34
$229K 0.19%
800
35
– –
-3,533
36
– –
-6,855
37
– –
-12,645
38
– –
-614
39
– –
-19,196
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