CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+11.53%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.96B
AUM Growth
+$187M
(+11%)
Cap. Flow
-$8.73M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
28.19%
Holding
620
New
113
Increased
116
Reduced
137
Closed
20
Top Buys
| 1 |
Merck
MRK
|
+$22.6M |
| 2 |
Keurig Dr Pepper
KDP
|
+$19.2M |
| 3 |
American Tower
AMT
|
+$18.5M |
| 4 |
Healthcare Realty
HR
|
+$8.59M |
| 5 |
Brixmor Property Group
BRX
|
+$7.51M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
+$26M |
| 2 |
Crown Castle
CCI
|
+$20M |
| 3 |
SITE Centers
SITC
|
+$11.8M |
| 4 |
Kraft Heinz
KHC
|
+$11.1M |
| 5 |
Sysco
SYY
|
+$10.9M |
Sector Composition
| 1 | Real Estate | 20.58% |
| 2 | Technology | 17.04% |
| 3 | Healthcare | 9.67% |
| 4 | Industrials | 8.58% |
| 5 | Financials | 7.27% |
