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
$118M
AUM Growth
-$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.09M
3
+$444K
4
AMZN icon
Amazon
AMZN
+$406K
5
ADBE icon
Adobe
ADBE
+$384K

Top Sells

1
+$3.44M
2
+$1.87M
3
+$1.66M
4
MAR icon
Marriott International
MAR
+$943K
5
MTB icon
M&T Bank
MTB
+$848K

Sector Composition

1 Financials 28.15%
2 Technology 25.88%
3 Consumer Discretionary 13.82%
4 Healthcare 8.65%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 8.63%
32,303
+1,046
2
$9.21M 7.79%
16,295
+194
3
$8.94M 7.57%
22,579
+230
4
$8.14M 6.89%
47,547
+2,134
5
$7.24M 6.13%
4,917
+739
6
$6.8M 5.75%
29,553
-91
7
$6.77M 5.73%
53,254
+3,190
8
$6.4M 5.41%
20,826
-645
9
$5.99M 5.07%
88,059
+2,815
10
$5.46M 4.62%
4,306
+30
11
$4M 3.39%
23,002
+702
12
$3.56M 3.01%
23,349
-3,566
13
$3.48M 2.95%
17,709
-4,799
14
$3.34M 2.83%
60,869
-2,098
15
$3.29M 2.78%
6,445
+754
16
$3.24M 2.75%
21,735
+386
17
$3.18M 2.7%
26,476
+1,264
18
$2.52M 2.13%
21,447
-14,142
19
$2.37M 2.01%
20,672
-4,391
20
$2.07M 1.75%
+15,814
21
$1.99M 1.69%
13,727
-235
22
$1.8M 1.52%
10,663
-2,515
23
$1.73M 1.47%
21,393
-23,092
24
$1.1M 0.93%
2,394
25
$952K 0.81%
2,717
-393
1
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