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
401
$22.1K ﹤0.01%
815
-50
402
$21.5K ﹤0.01%
205
403
$21.5K ﹤0.01%
2,500
404
$20.5K ﹤0.01%
1,835
405
$20.4K ﹤0.01%
409
406
$20.1K ﹤0.01%
67
+17
407
$20.1K ﹤0.01%
265
-507
408
$19.8K ﹤0.01%
666
409
$19.5K ﹤0.01%
407
-191
410
$19K ﹤0.01%
61
411
$18.9K ﹤0.01%
611
+291
412
$18.7K ﹤0.01%
+300
413
$18.6K ﹤0.01%
1,553
+1,083
414
$17.3K ﹤0.01%
187
+2
415
$17K ﹤0.01%
+532
416
$16.8K ﹤0.01%
257
417
$16.7K ﹤0.01%
325
418
$16.4K ﹤0.01%
70
419
$16.1K ﹤0.01%
4,200
-4,200
420
$16K ﹤0.01%
+208
421
$16K ﹤0.01%
300
-217
422
$15.8K ﹤0.01%
120
423
$15.7K ﹤0.01%
+56
424
$15.6K ﹤0.01%
2,850
425
$15.6K ﹤0.01%
240
15 16
17
18 19