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
$998M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.13M
3
+$6.53M
4
DIS icon
Walt Disney
DIS
+$4.83M
5
CRM icon
Salesforce
CRM
+$4.81M

Top Sells

1
+$9.13M
2
+$7.57M
3
+$7.51M
4
AMZN icon
Amazon
AMZN
+$6.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.7M

Sector Composition

1 Real Estate 39.7%
2 Healthcare 13.29%
3 Communication Services 6.93%
4 Consumer Discretionary 5.94%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.38%
644,080
+111,909
27
$13.5M 1.35%
161,230
+5,947
28
$13M 1.31%
138,309
-652
29
$12.9M 1.29%
213,370
+20,459
30
$12.6M 1.26%
695,305
+24,690
31
$12.4M 1.25%
239,076
+70,164
32
$12M 1.21%
218,128
-3,678
33
$11.9M 1.19%
135,444
-3,126
34
$11.8M 1.18%
117,920
+14,767
35
$11.4M 1.14%
154,617
-660
36
$11.3M 1.13%
74,230
+6,165
37
$11.3M 1.13%
104,119
+339
38
$11.2M 1.12%
253,656
+27,275
39
$11.1M 1.11%
164,863
+385
40
$10.5M 1.06%
280,845
+174,149
41
$10.3M 1.03%
112,782
+29,232
42
$10.1M 1.01%
+131,778
43
$9.23M 0.92%
820,453
+88,650
44
$9.15M 0.92%
229,100
+51,580
45
$9.13M 0.91%
+147,545
46
$8.9M 0.89%
164,573
+8,891
47
$8.89M 0.89%
155,712
+83
48
$8.8M 0.88%
111,064
+27,920
49
$8.76M 0.88%
299,022
+43,883
50
$8.71M 0.87%
226,015
+8,109
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