CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
This Quarter Return
-2.64%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.78B
AUM Growth
-$42.6M
(-2.3%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
28.87%
Holding
549
New
12
Increased
69
Reduced
130
Closed
42
Top Buys
| 1 |
Comcast
CMCSA
|
$16.5M |
| 2 |
Extra Space Storage
EXR
|
$12.7M |
| 3 |
Meta Platforms (Facebook)
META
|
$11.6M |
| 4 |
Rexford Industrial Realty
REXR
|
$7.03M |
| 5 |
Bank of America
BAC
|
$5.44M |
Top Sells
| 1 |
LSI
Life Storage, Inc.
LSI
|
$15.5M |
| 2 |
EastGroup Properties
EGP
|
$12.9M |
| 3 |
SBA Communications
SBAC
|
$5.5M |
| 4 |
Digital Realty Trust
DLR
|
$4.58M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$4.17M |
Sector Composition
| 1 | Real Estate | 20.45% |
| 2 | Technology | 17.14% |
| 3 | Healthcare | 9.31% |
| 4 | Industrials | 8.15% |
| 5 | Energy | 7.96% |
