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
351
$39.4K ﹤0.01%
637
352
$39.3K ﹤0.01%
1,300
353
$39.2K ﹤0.01%
2,000
-5,949
354
$39K ﹤0.01%
1,397
355
$38.8K ﹤0.01%
3,400
356
$37.9K ﹤0.01%
+835
357
$37.5K ﹤0.01%
260
358
$37.4K ﹤0.01%
1,850
359
$36.8K ﹤0.01%
+360
360
$36.5K ﹤0.01%
300
361
$36K ﹤0.01%
+285
362
$36K ﹤0.01%
+2,538
363
$35.7K ﹤0.01%
331
+257
364
$35.4K ﹤0.01%
1,207
365
$35.2K ﹤0.01%
75
-55
366
$34.8K ﹤0.01%
188
367
$34.7K ﹤0.01%
61
368
$34.3K ﹤0.01%
1,081
369
$33.5K ﹤0.01%
79
370
$33.1K ﹤0.01%
330
-1,175
371
$32.5K ﹤0.01%
1,000
-64
372
$32.3K ﹤0.01%
804
-165
373
$32K ﹤0.01%
2,633
374
$31.7K ﹤0.01%
+635
375
$31.5K ﹤0.01%
3,000
13 14
15
16 17