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
$143M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$164K
3
+$85.8K
4
SPGI icon
S&P Global
SPGI
+$62.9K
5
COST icon
Costco
COST
+$52.7K

Top Sells

1
+$813K
2
+$729K
3
+$529K
4
XOM icon
Exxon Mobil
XOM
+$75.7K
5
MKL icon
Markel Group
MKL
+$56.3K

Sector Composition

1 Financials 32.46%
2 Technology 19.82%
3 Consumer Discretionary 16.3%
4 Consumer Staples 10.44%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$291K 0.2%
2,033
-225
27
$291K 0.2%
+394
28
$291K 0.2%
2,695
-708
29
$257K 0.18%
143
1
2