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
$145M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$70.2K

Top Sells

1
+$4.83M
2
+$1.14M
3
+$1.09M
4
CRM icon
Salesforce
CRM
+$789K
5
AAPL icon
Apple
AAPL
+$758K

Sector Composition

1 Technology 25.39%
2 Financials 20.79%
3 Consumer Discretionary 15.53%
4 Communication Services 9.11%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 7.67%
43,210
-4,243
2
$10.2M 7.07%
21,334
-488
3
$9.01M 6.22%
84,800
-1,460
4
$8.9M 6.15%
65,112
-5,547
5
$8.72M 6.02%
80,000
-4,460
6
$8.58M 5.93%
43,557
-1,150
7
$8.23M 5.68%
26,074
-558
8
$6.95M 4.8%
25,040
-644
9
$5.35M 3.69%
+62,437
10
$5.28M 3.65%
83,571
-2,506
11
$4.8M 3.31%
27,901
-598
12
$4.75M 3.28%
25,994
-628
13
$4.22M 2.92%
44,713
-2,255
14
$4.17M 2.88%
27,239
-845
15
$3.53M 2.44%
25,922
-684
16
$3.47M 2.4%
15,477
-378
17
$3.38M 2.34%
34,717
-1,245
18
$3.3M 2.28%
36,028
-612
19
$3.3M 2.28%
32,254
-580
20
$3.23M 2.23%
61,627
-835
21
$3.17M 2.19%
4,977
-115
22
$2.87M 1.98%
20,678
-406
23
$2.83M 1.95%
17,134
-4,783
24
$2.59M 1.79%
7,073
-3,123
25
$2.06M 1.42%
14,196
+485
1
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