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
$219M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$3.16M
3 +$1.67M
4
MA icon
Mastercard
MA
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$1.04M

Top Sells

1 +$1.02M
2 +$419K
3 +$281K
4
MRK icon
Merck
MRK
+$239K
5
MCD icon
McDonald's
MCD
+$228K

Sector Composition

1 Technology 28.72%
2 Financials 19.31%
3 Communication Services 12.75%
4 Consumer Discretionary 12.19%
5 Healthcare 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.09%
+10,680
52
-6,000
53
-944