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
$132M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$915K
2
+$100K
3
+$2.18K
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.11K

Top Sells

1
+$924K
2
+$885K
3
+$815K
4
AMZN icon
Amazon
AMZN
+$745K
5
AAPL icon
Apple
AAPL
+$614K

Sector Composition

1 Financials 28.08%
2 Technology 24.32%
3 Consumer Discretionary 16.16%
4 Healthcare 10.33%
5 Consumer Staples 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 10.09%
29,680
-2,067
2
$13M 9.88%
15,283
-1,041
3
$9.54M 7.26%
21,634
-800
4
$9.42M 7.16%
48,734
-3,856
5
$8.44M 6.42%
40,069
-2,917
6
$7.52M 5.72%
4,773
-191
7
$7.39M 5.62%
28,141
-883
8
$6.77M 5.15%
4,117
-181
9
$6.5M 4.94%
83,382
-4,003
10
$4.9M 3.73%
16,149
-1,425
11
$4.9M 3.72%
21,141
-794
12
$4.69M 3.57%
21,995
-1,123
13
$4.35M 3.31%
24,848
-1,300
14
$3.64M 2.77%
20,975
-1,463
15
$3.43M 2.6%
14,167
-1,238
16
$3.28M 2.5%
5,913
-442
17
$3.27M 2.49%
44,442
-11,064
18
$2.64M 2.01%
13,047
-134
19
$2.54M 1.93%
2,806
+111
20
$1.77M 1.34%
17,807
-2,669
21
$1.58M 1.21%
21,803
-454
22
$1.5M 1.14%
11,997
-1,627
23
$1.1M 0.84%
17,600
24
$1.1M 0.84%
2,021
+4
25
$973K 0.74%
2,391
-5
1
2