CCM

Chilton Capital Management Portfolio holdings

AUM $2.97B
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16.6M
3
+$7.1M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$5.88M

Top Sells

1
+$21M
2
+$19.6M
3
+$16.6M
4
EXR icon
Extra Space Storage
EXR
+$5.72M
5
AHR icon
American Healthcare REIT
AHR
+$5.24M

Sector Composition

1 Technology 20.4%
2 Real Estate 15.68%
3 Financials 9.29%
4 Healthcare 9.21%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$127K 0.01%
300
-500
252
$125K 0.01%
2,203
+492
253
$123K 0.01%
5,688
254
$123K 0.01%
3,424
255
$113K ﹤0.01%
198
-14
256
$111K ﹤0.01%
3,405
-6,325
257
$111K ﹤0.01%
3,110
258
$108K ﹤0.01%
1,433
-1,632
259
$108K ﹤0.01%
800
260
$106K ﹤0.01%
2,450
-81
261
$105K ﹤0.01%
2,595
262
$105K ﹤0.01%
7,600
263
$104K ﹤0.01%
304
+34
264
$103K ﹤0.01%
456
265
$102K ﹤0.01%
2,435
266
$102K ﹤0.01%
5,359
267
$101K ﹤0.01%
2,000
268
$98.4K ﹤0.01%
1,301
-87
269
$98.1K ﹤0.01%
2,000
270
$97.2K ﹤0.01%
1,939
271
$97K ﹤0.01%
2,567
272
$96.4K ﹤0.01%
758
+188
273
$95.9K ﹤0.01%
1,227
274
$95K ﹤0.01%
481
+281
275
$94.1K ﹤0.01%
2,000
9 10
11
12 13