CCM

Chilton Capital Management Portfolio holdings

AUM $2.73B
1-Year Est. Return 17.43%
This Quarter Est. Return
1 Year Est. Return
+17.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$14M
3
+$11.7M
4
EGP icon
EastGroup Properties
EGP
+$8.36M
5
SUI icon
Sun Communities
SUI
+$5.57M

Top Sells

1
+$19.7M
2
+$11.1M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$8.41M
5
TSLA icon
Tesla
TSLA
+$8.35M

Sector Composition

1 Real Estate 28.34%
2 Technology 12.34%
3 Healthcare 9.24%
4 Industrials 7.41%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 1.26%
313,725
-809
27
$20.4M 1.24%
83,255
-4,273
28
$20.2M 1.23%
115,525
-594
29
$19.4M 1.18%
61,901
+2,080
30
$18.4M 1.12%
147,174
-2,457
31
$18.4M 1.12%
518,459
+10,100
32
$18.4M 1.12%
244,542
-3,706
33
$18.3M 1.11%
134,932
+3,179
34
$17.9M 1.09%
319,691
-6,512
35
$17.6M 1.07%
109,096
-680
36
$17.3M 1.05%
67,468
+4,322
37
$17.1M 1.04%
95,645
-743
38
$16.9M 1.03%
44,757
+362
39
$16.4M 1%
150,180
+340
40
$16.3M 0.99%
204,678
-1,972
41
$16.3M 0.99%
56,595
+104
42
$16.1M 0.98%
30,075
+50
43
$16M 0.97%
143,239
+8,597
44
$16M 0.97%
99,702
+34,800
45
$15.1M 0.92%
101,829
-1,248
46
$15.1M 0.92%
498,267
+31,513
47
$15M 0.91%
108,132
-2,633
48
$14.1M 0.86%
+68,271
49
$14M 0.85%
+256,996
50
$14M 0.85%
70,201
+4,151
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