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
$153M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$603K
3
+$505K
4
MA icon
Mastercard
MA
+$274K
5
PYPL icon
PayPal
PYPL
+$274K

Top Sells

1
+$2.34M
2
+$693K
3
+$272K
4
JPM icon
JPMorgan Chase
JPM
+$27.4K

Sector Composition

1 Technology 24.58%
2 Financials 23.1%
3 Consumer Discretionary 13.05%
4 Communication Services 10.52%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 8.17%
77,160
+1,480
2
$10.6M 6.9%
45,289
+1,168
3
$9.85M 6.4%
44,275
+1,144
4
$8.53M 5.55%
39,017
+1,156
5
$7.97M 5.18%
21,155
+141
6
$7.58M 4.93%
21,224
+769
7
$7.46M 4.85%
4,450
+2,438
8
$6.8M 4.42%
77,580
+740
9
$6.76M 4.39%
37,296
10
$6.72M 4.37%
50,637
+326
11
$6.23M 4.05%
23,859
+438
12
$5.76M 3.75%
40,747
+3,571
13
$5.64M 3.67%
26,061
+65
14
$5.53M 3.6%
124,562
+13,584
15
$4.71M 3.07%
14,339
+103
16
$4.71M 3.06%
28,442
+826
17
$4.7M 3.05%
9,391
+519
18
$4.45M 2.89%
19,996
+659
19
$4.43M 2.88%
8,868
20
$4.3M 2.8%
25,545
+588
21
$3.29M 2.14%
27,861
+2,251
22
$2.98M 1.94%
31,301
+337
23
$1.77M 1.15%
30,057
+165
24
$1.66M 1.08%
6,075
25
$1.63M 1.06%
12,799
-216
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