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
451
$10.1K ﹤0.01%
322
-22
452
$10.1K ﹤0.01%
1,000
453
$10.1K ﹤0.01%
125
454
$9.95K ﹤0.01%
201
455
$9.91K ﹤0.01%
+86
456
$9.78K ﹤0.01%
+312
457
$9.74K ﹤0.01%
122
458
$9.66K ﹤0.01%
47
-17
459
$9.65K ﹤0.01%
153
460
$8.92K ﹤0.01%
572
461
$8.05K ﹤0.01%
69
462
$8.05K ﹤0.01%
18
463
$7.82K ﹤0.01%
23
-18
464
$7.78K ﹤0.01%
380
465
$7.7K ﹤0.01%
91
-1,900
466
$7.69K ﹤0.01%
202
-397
467
$7.61K ﹤0.01%
510
-35
468
$7.53K ﹤0.01%
243
469
$7.19K ﹤0.01%
309
470
$7.13K ﹤0.01%
+151
471
$7.06K ﹤0.01%
+82
472
$6.95K ﹤0.01%
+24
473
$6.94K ﹤0.01%
+35
474
$6.61K ﹤0.01%
100
-50
475
$6.34K ﹤0.01%
48
-221
17 18
19
20 21