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
$134M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$168K
3
+$69.7K
4
ISRG icon
Intuitive Surgical
ISRG
+$61.1K
5
AAPL icon
Apple
AAPL
+$49.1K

Top Sells

1
+$3.03M
2
+$974K
3
+$433K
4
MAR icon
Marriott International
MAR
+$143K
5
XOM icon
Exxon Mobil
XOM
+$53.7K

Sector Composition

1 Financials 29.4%
2 Technology 21.08%
3 Consumer Discretionary 17.27%
4 Consumer Staples 10.25%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 10.25%
15,038
-6
2
$12.5M 9.31%
29,684
-28
3
$10.9M 8.13%
20,753
+32
4
$10.7M 7.96%
48,752
+31
5
$9.93M 7.38%
39,635
+196
6
$8.89M 6.61%
28,122
-50
7
$8.2M 6.1%
4,749
-24
8
$7.07M 5.26%
4,157
+41
9
$6.49M 4.83%
83,071
+292
10
$6.35M 4.72%
21,389
+8
11
$4.66M 3.46%
23,084
+1,045
12
$4.53M 3.37%
24,771
+28
13
$3.9M 2.9%
11,088
-147
14
$3.73M 2.78%
13,381
-512
15
$3.45M 2.57%
21,171
-39
16
$3.13M 2.33%
13,047
17
$2.56M 1.91%
23,019
-375
18
$2.34M 1.74%
3,028
+218
19
$2.1M 1.56%
18,967
+112
20
$2M 1.49%
33,163
+62
21
$1.18M 0.88%
2,021
22
$1.13M 0.84%
2,174
+117
23
$1.12M 0.84%
18,632
24
$1.08M 0.81%
2,391
25
$679K 0.5%
9,170
-13,154
1
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