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
$188M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$4.42M
3 +$3.94M
4
SCHW icon
Charles Schwab
SCHW
+$2.63M
5
CVX icon
Chevron
CVX
+$796K

Top Sells

1 +$9M
2 +$6.59M
3 +$6.04M
4
XYZ
Block Inc
XYZ
+$5.44M
5
FAF icon
First American
FAF
+$2.2M

Sector Composition

1 Technology 26.59%
2 Financials 19.73%
3 Consumer Discretionary 18.57%
4 Communication Services 9.81%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-47,748
52
-10,680
53
-2,850
54
-33,696