We are live on ! Find out more
CIP

Chartwell Investment Partners Portfolio holdings

AUM $2.91B
1-Year Est. Return 40.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.4B
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$7.26M
3
+$7.15M
4
SLV icon
iShares Silver Trust
SLV
+$6.38M
5
ABBV icon
AbbVie
ABBV
+$6.38M

Top Sells

1
+$12.1M
2
+$10.2M
3
+$6.99M
4
FOE
Ferro Corporation
FOE
+$6.68M
5
SNA icon
Snap-on
SNA
+$6.34M

Sector Composition

1 Technology 18.01%
2 Financials 17.93%
3 Industrials 13.48%
4 Consumer Discretionary 13.15%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-10,813
427
– –
-35,594
428
– –
-87,172
429
– –
-5,964
430
– –
-246,798
431
– –
-2,716
432
– –
-48,675
433
– –
-3,577
434
– –
-5,359
435
– –
-2,785
436
– –
-391
437
– –
-58,142
438
– –
-12,430
439
– –
-20,442
440
– –
-127,067
14 15 16 17
18