CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+8.73%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.73B
AUM Growth
+$122M
(+7.6%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
27.77%
Holding
547
New
317
Increased
81
Reduced
97
Closed
2
Top Buys
| 1 |
Intuit
INTU
|
$19.6M |
| 2 |
Tesla
TSLA
|
$10.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.34M |
| 4 |
Digital Realty Trust
DLR
|
$8.91M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$6.35M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$25.1M |
| 2 |
American Tower
AMT
|
$13.6M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$9.05M |
| 4 |
AAT
American Assets Trust
AAT
|
$4.18M |
| 5 |
Quanta Services
PWR
|
$3.35M |
Sector Composition
| 1 | Real Estate | 23.73% |
| 2 | Technology | 15.95% |
| 3 | Healthcare | 9.25% |
| 4 | Industrials | 7.9% |
| 5 | Energy | 7.71% |
