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
$131M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$228K
2
+$218K
3
+$208K
4
COST icon
Costco
COST
+$117K
5
MKL icon
Markel Group
MKL
+$115K

Top Sells

1
+$950K
2
+$938K
3
+$785K
4
AAPL icon
Apple
AAPL
+$515K
5
MAR icon
Marriott International
MAR
+$448K

Sector Composition

1 Financials 27.75%
2 Technology 26.04%
3 Consumer Discretionary 14.61%
4 Healthcare 8.81%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$828K 0.63%
2,283
27
$805K 0.61%
5,397
-5,266
28
$768K 0.59%
16,800
29
$543K 0.41%
869
30
$504K 0.38%
1,112
31
$444K 0.34%
13,192
+2
32
$436K 0.33%
7,085
33
$240K 0.18%
800
34
$218K 0.17%
+11,745
35
$215K 0.16%
143
-114
36
$208K 0.16%
+3,533
1
2