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
1
$14.6M 7.78%
47,453
-84
2
$14.1M 7.48%
86,260
+1,640
3
$12.6M 6.69%
21,822
-197
4
$12.3M 6.56%
70,659
-1,101
5
$11.7M 6.25%
84,460
-340
6
$9.91M 5.28%
44,707
-262
7
$9.52M 5.06%
26,632
+3
8
$8.66M 4.61%
25,684
-285
9
$7.26M 3.86%
86,077
+31,163
10
$6.44M 3.43%
46,968
+709
11
$6.06M 3.22%
5,092
+44
12
$5.71M 3.04%
26,622
-2,404
13
$5.7M 3.03%
15,855
-483
14
$5.38M 2.86%
28,499
15
$4.83M 2.57%
8,824
16
$4.68M 2.49%
+26,606
17
$4.65M 2.48%
21,917
+308
18
$4.64M 2.47%
10,196
+2
19
$4.45M 2.37%
28,084
20
$4.42M 2.35%
+32,834
21
$3.94M 2.1%
+21,084
22
$3.71M 1.97%
35,962
-1,426
23
$3.68M 1.96%
36,640
-510
24
$3.23M 1.72%
62,462
+359
25
$2.23M 1.19%
13,711
+4,886
1
2 3