CCG

Chatham Capital Group Portfolio holdings

AUM $695M
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$19.3M
3 +$4.42M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$3.9M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.75M

Sector Composition

1 Energy 12.91%
2 Financials 9.68%
3 Healthcare 7.33%
4 Technology 5.69%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,890