CIM

Chapman Investment Management Portfolio holdings

AUM $137M
1-Year Est. Return 13.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$164K
3
+$85.8K
4
SPGI icon
S&P Global
SPGI
+$62.9K
5
COST icon
Costco
COST
+$52.7K

Top Sells

1
+$813K
2
+$729K
3
+$529K
4
XOM icon
Exxon Mobil
XOM
+$75.7K
5
MKL icon
Markel Group
MKL
+$56.3K

Sector Composition

1 Financials 32.46%
2 Technology 19.82%
3 Consumer Discretionary 16.3%
4 Consumer Staples 10.44%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 10.44%
15,111
+53
2
$14.7M 10.28%
29,615
-30
3
$11.7M 8.14%
20,766
-11
4
$10.9M 7.61%
4,169
-12
5
$10.7M 7.47%
48,787
-125
6
$10.2M 7.1%
28,635
-43
7
$9.55M 6.67%
4,782
-30
8
$7.23M 5.05%
35,260
-4,028
9
$6.84M 4.77%
21,438
-24
10
$5.78M 4.03%
25,249
+709
11
$5.59M 3.9%
25,077
+169
12
$5.31M 3.71%
71,677
-10,479
13
$3.8M 2.65%
13,121
14
$3.59M 2.51%
6,813
+126
15
$3.36M 2.34%
11,230
-41
16
$3.28M 2.29%
21,053
-110
17
$3.07M 2.14%
32,926
+108
18
$2.41M 1.68%
3,089
+50
19
$2.32M 1.62%
20,273
+272
20
$1.81M 1.27%
14,621
-344
21
$1.45M 1.01%
2,676
+164
22
$1.23M 0.86%
1,996
-25
23
$1.06M 0.74%
18,935
+303
24
$696K 0.49%
7,725
+120
25
$632K 0.44%
1,300
-1,041
1
2