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
326
$52.5K ﹤0.01%
640
327
$52.2K ﹤0.01%
2,000
328
$51.9K ﹤0.01%
5,510
-197
329
$51.3K ﹤0.01%
562
-132
330
$51.2K ﹤0.01%
1,993
331
$51K ﹤0.01%
81
-31,039
332
$51K ﹤0.01%
189
333
$49.8K ﹤0.01%
237
-310
334
$48.9K ﹤0.01%
1,050
-76
335
$48K ﹤0.01%
397
-68
336
$46.7K ﹤0.01%
145
337
$46.4K ﹤0.01%
168
-30
338
$45.6K ﹤0.01%
683
339
$45.5K ﹤0.01%
+316
340
$44.5K ﹤0.01%
154
+140
341
$43.4K ﹤0.01%
171
-22
342
$43.1K ﹤0.01%
900
343
$42.9K ﹤0.01%
481
344
$42.6K ﹤0.01%
+181
345
$42.4K ﹤0.01%
3,500
346
$42K ﹤0.01%
380
+179
347
$42K ﹤0.01%
400
348
$40.7K ﹤0.01%
1,473
349
$39.8K ﹤0.01%
180
350
$39.5K ﹤0.01%
110
+81
12 13
14
15 16