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
$134M
AUM Growth
-$501K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$337K
3
+$195K
4
ISRG icon
Intuitive Surgical
ISRG
+$167K
5
EXPD icon
Expeditors International
EXPD
+$124K

Top Sells

1
+$3.73M
2
+$795K
3
+$679K
4
CVX icon
Chevron
CVX
+$400K
5
XOM icon
Exxon Mobil
XOM
+$96.5K

Sector Composition

1 Financials 33.11%
2 Technology 19.23%
3 Consumer Discretionary 14.28%
4 Consumer Staples 10.63%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
Exxon Mobil
XOM
$489B
$405K 0.3%
3,403
-811
CVX icon
27
Chevron
CVX
$313B
$378K 0.28%
2,258
-2,392
WTM icon
28
White Mountains Insurance
WTM
$4.9B
$275K 0.21%
143
MAR icon
29
Marriott International
MAR
$73.9B
– –
-13,381
SCHW icon
30
Charles Schwab
SCHW
$171B
– –
-9,170
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