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
501
$3.46K ﹤0.01%
103
-897
502
$3.33K ﹤0.01%
275
-1,133
503
$3.31K ﹤0.01%
7
-1
504
$3.31K ﹤0.01%
334
-966
505
$3.05K ﹤0.01%
209
506
$3.02K ﹤0.01%
23
-14
507
$2.95K ﹤0.01%
13
-227
508
$2.9K ﹤0.01%
1,058
509
$2.85K ﹤0.01%
+26
510
$2.68K ﹤0.01%
113
511
$2.67K ﹤0.01%
27
512
$2.66K ﹤0.01%
150
513
$2.54K ﹤0.01%
4
-13
514
$2.54K ﹤0.01%
24
-151
515
$2.42K ﹤0.01%
+12
516
$2.23K ﹤0.01%
8
-27
517
$2.19K ﹤0.01%
+12
518
$2.12K ﹤0.01%
2
-2
519
$1.91K ﹤0.01%
331
520
$1.86K ﹤0.01%
+4
521
$1.86K ﹤0.01%
8
+3
522
$1.43K ﹤0.01%
29
-3,886
523
$1.41K ﹤0.01%
34
524
$1.2K ﹤0.01%
+56
525
$1.11K ﹤0.01%
3
-19
19 20
21
22 23