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CCM
Chilton Capital Management Portfolio holdings
AUM
$2.87B
1-Year Est. Return
25.44%
This Fund
S&P 500
This Quarter
Est. Return
+0.16%
1 Year Est. Return
+25.44%
3 Year Est. Return
+80.71%
5 Year Est. Return
+113.1%
10 Year Est. Return
+291.08%
AUM
$2.87B
AUM Growth
-$34.4M
(-1.2%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
37.95%
Holding
759
New
93
Increased
158
Reduced
182
Closed
101
Top Buys
| 1 |
Goldman Sachs
GS
|
+$34.7M |
| 2 |
SLB Ltd
SLB
|
+$32.4M |
| 3 |
JPMorgan Chase
JPM
|
+$31.8M |
| 4 |
ASML
ASML
|
+$28.8M |
| 5 |
Jabil
JBL
|
+$28.6M |
Top Sells
| 1 |
Ares Management
ARES
|
+$40.9M |
| 2 |
Emerson Electric
EMR
|
+$34.1M |
| 3 |
Quanta Services
PWR
|
+$30.1M |
| 4 |
Salesforce
CRM
|
+$21M |
| 5 |
Walmart Inc
WMT
|
+$20.2M |
Sector Composition
| 1 | Technology | 22.42% |
| 2 | Real Estate | 13.39% |
| 3 | Healthcare | 9.29% |
| 4 | Industrials | 9.27% |
| 5 | Financials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Bristol-Myers Squibb
BMY
$124B
| $6.07K | ﹤0.01% |
100
+64
| +178% | +$3.73K |
|
527
VanEck Oil Services ETF
OIH
$2.04B
| $6.06K | ﹤0.01% |
15
| – | – |
|
528
Sonos
SONO
$1.7B
| $6.02K | ﹤0.01% |
+449
| New | +$6.78K |
|
529
Strategy Inc
MSTR
$34.1B
| $5.99K | ﹤0.01% |
48
| – | – |
|
530
United Therapeutics
UTHR
$22.5B
| $5.93K | ﹤0.01% |
+10
| New | +$4.98K |
|
531
iShares Gold Trust
IAU
$61.8B
| $5.91K | ﹤0.01% |
67
| – | – |
|
532
Kadant
KAI
$3.77B
| $5.85K | ﹤0.01% |
20
| – | – |
|
533
iShares MSCI India ETF
INDA
$6.8B
| $5.76K | ﹤0.01% |
+123
| New | +$6.3K |
|
534
Rocket Companies
RKT
$42.2B
| $5.76K | ﹤0.01% |
+404
| New | +$7.35K |
|
535
Idexx Laboratories
IDXX
$45.4B
| $5.62K | ﹤0.01% |
10
+9
| +900% | +$5.77K |
|
536
Monolithic Power Systems
MPWR
$64.1B
| $5.47K | ﹤0.01% |
+5
| New | +$5.46K |
|
537
Royal Bank of Canada
RY
$300B
| $5.34K | ﹤0.01% |
+33
| New | +$5.52K |
|
538
Veralto
VLTO
$23.1B
| $5.31K | ﹤0.01% |
+60
| New | +$5.7K |
|
539
United Airlines
UAL
$38.6B
| $5.16K | ﹤0.01% |
+56
| New | +$5.87K |
|
540
DexCom
DXCM
$30.1B
| $5.02K | ﹤0.01% |
+80
| New | +$5.57K |
|
541
Maplebear
CART
$10.9B
| $4.98K | ﹤0.01% |
+133
| New | +$5.04K |
|
542
VeriSign
VRSN
$25B
| $4.97K | ﹤0.01% |
20
+17
| +567% | +$4.05K |
|
543
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
| $4.84K | ﹤0.01% |
180
| – | – |
|
544
Check Point Software Technologies
CHKP
$14.2B
| $4.71K | ﹤0.01% |
33
-33
| -50% | -$5.53K |
|
545
Robinhood
HOOD
$95.2B
| $4.71K | ﹤0.01% |
68
+55
| +423% | +$4.83K |
|
546
Tapestry
TPR
$29.1B
| $4.66K | ﹤0.01% |
+33
| New | +$4.68K |
|
547
F5
FFIV
$22.8B
| $4.63K | ﹤0.01% |
16
-17
| -52% | -$4.71K |
|
548
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| $4.61K | ﹤0.01% |
+36
| New | +$4.87K |
|
549
Insperity
NSP
$1.89B
| $4.6K | ﹤0.01% |
170
| – | – |
|
550
Globe Life
GL
$14.3B
| $4.59K | ﹤0.01% |
33
-33
| -50% | -$4.66K |
|
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