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
$135M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.34M
3
+$688K
4
AL icon
Air Lease Corp
AL
+$481K
5
ISRG icon
Intuitive Surgical
ISRG
+$391K

Top Sells

1
+$3.02M
2
+$1.35M
3
+$1.22M
4
WFC icon
Wells Fargo
WFC
+$610K
5
CSCO icon
Cisco
CSCO
+$342K

Sector Composition

1 Technology 27.5%
2 Financials 23.38%
3 Consumer Discretionary 10.41%
4 Industrials 9.7%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 8.8%
75,680
-8,580
2
$9.07M 6.7%
43,131
+43
3
$8.69M 6.42%
44,121
+154
4
$7.57M 5.59%
37,861
+561
5
$7.46M 5.51%
21,014
+881
6
$6.92M 5.11%
20,455
+492
7
$5.83M 4.31%
50,311
+643
8
$5.63M 4.16%
76,840
+4,220
9
$5.47M 4.04%
37,176
+1,434
10
$5.29M 3.91%
23,421
+81
11
$5.2M 3.84%
25,996
+210
12
$5.13M 3.79%
14,236
+2
13
$4.86M 3.59%
19,337
+63
14
$4.63M 3.42%
37,296
+311
15
$4.57M 3.37%
27,616
+453
16
$4.35M 3.22%
8,872
+12
17
$4.16M 3.07%
24,957
+8,068
18
$3.49M 2.58%
8,868
+17
19
$3.27M 2.41%
110,978
+16,335
20
$2.9M 2.14%
25,610
+654
21
$2.8M 2.07%
30,964
+193
22
$2.34M 1.73%
10,894
+62
23
$2.18M 1.61%
+2,012
24
$1.78M 1.31%
29,892
+195
25
$1.44M 1.06%
6,075
+1,653
1
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