CIM

Chapman Investment Management Portfolio holdings

AUM $137M
1-Year Est. Return 13.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$181K
3
+$79.8K
4
ISRG icon
Intuitive Surgical
ISRG
+$60.9K
5
AAPL icon
Apple
AAPL
+$46.2K

Top Sells

1
+$3.03M
2
+$984K
3
+$433K
4
MAR icon
Marriott International
MAR
+$141K
5
XOM icon
Exxon Mobil
XOM
+$58.4K

Sector Composition

1 Financials 29.4%
2 Technology 21.08%
3 Consumer Discretionary 17.27%
4 Consumer Staples 10.25%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.5%
4,650
-74
27
$601K 0.45%
7,605
28
$453K 0.34%
4,214
-499
29
$278K 0.21%
143
30
– –
-10,922
31
– –
-5,855
1
2