CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+8.56%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.82B
AUM Growth
+$90.1M
(+5.2%)
Cap. Flow
-$39.2M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
580
New
37
Increased
103
Reduced
132
Closed
43
Top Buys
| 1 |
Kraft Heinz
KHC
|
+$15.8M |
| 2 |
Highwoods Properties
HIW
|
+$10.1M |
| 3 |
Tesla
TSLA
|
+$4.85M |
| 4 |
Crown Castle
CCI
|
+$3.3M |
| 5 |
Sempra
SRE
|
+$1.66M |
Top Sells
| 1 |
Molson Coors Class B
TAP
|
+$18.4M |
| 2 |
Broadcom
AVGO
|
+$15M |
| 3 |
Dollar General
DG
|
+$13.4M |
| 4 |
ALEX
Alexander & Baldwin
ALEX
|
+$11.1M |
| 5 |
Prologis
PLD
|
+$6.14M |
Sector Composition
| 1 | Real Estate | 22.52% |
| 2 | Technology | 17.43% |
| 3 | Healthcare | 9.02% |
| 4 | Industrials | 8.17% |
| 5 | Energy | 7.17% |
