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
$137M
AUM Growth
+$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$849K
3
+$537K
4
AXP icon
American Express
AXP
+$65.1K
5
CMG icon
Chipotle Mexican Grill
CMG
+$59.5K

Top Sells

1
+$1.74M
2
+$1.43M
3
+$505K
4
MA icon
Mastercard
MA
+$451K
5
COST icon
Costco
COST
+$212K

Sector Composition

1 Financials 27.2%
2 Technology 22.98%
3 Consumer Discretionary 16.53%
4 Healthcare 11.26%
5 Consumer Staples 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.74%
2,057
27
$696K 0.51%
4,724
-227
28
$584K 0.43%
7,605
29
$552K 0.4%
4,713
-390
30
$433K 0.32%
10,922
+1
31
$243K 0.18%
143
32
– –
-769
1
2