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
$180M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.18M
3
+$1.09M
4
DIS icon
Walt Disney
DIS
+$408K
5
AAPL icon
Apple
AAPL
+$226K

Top Sells

1
+$868K
2
+$771K

Sector Composition

1 Technology 28.86%
2 Financials 19.58%
3 Consumer Discretionary 12.25%
4 Communication Services 11.02%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 7.46%
78,160
+1,040
2
$13.3M 7.39%
45,700
+565
3
$11.3M 6.25%
41,596
+466
4
$9.59M 5.32%
78,520
+800
5
$9.21M 5.11%
39,382
+485
6
$8.71M 4.83%
22,019
+349
7
$7.95M 4.41%
21,783
+441
8
$7.87M 4.37%
32,279
+757
9
$7.44M 4.13%
25,235
+602
10
$7.43M 4.12%
54,224
+1,651
11
$7.13M 3.95%
4,574
+111
12
$6.96M 3.86%
39,624
+2,323
13
$6M 3.33%
42,350
+1,244
14
$5.71M 3.17%
9,744
+212
15
$5.58M 3.1%
8,841
16
$5.53M 3.07%
26,605
+789
17
$5.46M 3.03%
29,270
+23
18
$5.32M 2.95%
25,843
19
$5.03M 2.79%
20,588
+448
20
$4.4M 2.44%
105,518
-18,471
21
$4.16M 2.31%
32,826
22
$3.95M 2.19%
28,176
+95
23
$2.18M 1.21%
+55,647
24
$1.97M 1.09%
12,658
25
$1.86M 1.03%
6,075
1
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