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
$89M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.11M
3
+$1.07M
4
FAF icon
First American
FAF
+$560K
5
JPM icon
JPMorgan Chase
JPM
+$553K

Top Sells

1
+$1.39M
2
+$1.14M
3
+$862K
4
AL icon
Air Lease Corp
AL
+$505K
5
MSFT icon
Microsoft
MSFT
+$449K

Sector Composition

1 Financials 23.88%
2 Technology 23.56%
3 Communication Services 11.22%
4 Industrials 10.83%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.21M 8.79%
84,260
-2,740
2
$6.79M 7.27%
43,067
-2,845
3
$5.99M 6.41%
37,146
-1,946
4
$5.74M 6.14%
20,115
-835
5
$4.65M 4.98%
19,261
-1,087
6
$4.2M 4.49%
72,280
+880
7
$4.09M 4.38%
+33,614
8
$4.05M 4.33%
60,649
-3,288
9
$3.43M 3.67%
22,001
-1,301
10
$3.37M 3.6%
34,862
-830
11
$3.18M 3.4%
12,972
-111
12
$3.17M 3.4%
26,968
+25
13
$3.15M 3.37%
49,468
-1,736
14
$2.82M 3.02%
8,860
-383
15
$2.56M 2.74%
17,791
-249
16
$2.14M 2.29%
8,851
-412
17
$2.13M 2.28%
23,006
+358
18
$2.06M 2.21%
97,136
-65,255
19
$1.88M 2.02%
85,115
-22,798
20
$1.62M 1.73%
8,851
-6,253
21
$1.6M 1.71%
29,697
+20,718
22
$1.58M 1.69%
16,889
+11,461
23
$1.27M 1.36%
9,778
+194
24
$1.17M 1.25%
13,015
+6,140
25
$1.15M 1.23%
27,155
+13,202
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