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
$132M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$915K
2
+$100K
3
+$2.18K
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.11K

Top Sells

1
+$924K
2
+$885K
3
+$815K
4
AMZN icon
Amazon
AMZN
+$745K
5
AAPL icon
Apple
AAPL
+$614K

Sector Composition

1 Financials 28.08%
2 Technology 24.32%
3 Consumer Discretionary 16.16%
4 Healthcare 10.33%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$915K 0.7%
+2,057
27
$774K 0.59%
4,951
-162
28
$587K 0.45%
5,103
-1,138
29
$535K 0.41%
7,605
+30
30
$505K 0.38%
769
31
$434K 0.33%
10,921
-996
32
$260K 0.2%
143
33
– –
-1,570
1
2