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
426
$15.5K ﹤0.01%
83
427
$15.5K ﹤0.01%
70
-72
428
$15.4K ﹤0.01%
+25
429
$15.1K ﹤0.01%
585
+5
430
$15.1K ﹤0.01%
93
431
$15.1K ﹤0.01%
250
-1,800
432
$14.9K ﹤0.01%
158
-17
433
$14.2K ﹤0.01%
170
434
$13.9K ﹤0.01%
+41
435
$13.7K ﹤0.01%
850
436
$13.7K ﹤0.01%
239
+226
437
$13.2K ﹤0.01%
99
438
$13.2K ﹤0.01%
170
439
$13K ﹤0.01%
74
-136
440
$12.6K ﹤0.01%
148
-3,278
441
$12.6K ﹤0.01%
+208
442
$11.9K ﹤0.01%
315
443
$11.9K ﹤0.01%
2,300
444
$11.8K ﹤0.01%
396
445
$11.8K ﹤0.01%
89
-17
446
$11.4K ﹤0.01%
1,225
447
$11K ﹤0.01%
50
-163
448
$10.6K ﹤0.01%
322
449
$10.5K ﹤0.01%
35
-21
450
$10.4K ﹤0.01%
450
-2,220
16 17
18
19 20