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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
Cap. Flow
+$43M
Cap. Flow %
1.5%
Top 10 Hldgs %
37.95%
Holding
759
New
93
Increased
158
Reduced
182
Closed
101

Top Buys

1
GS icon
Goldman Sachs
GS
+$34.7M
2
SLB icon
SLB Ltd
SLB
+$32.4M
3
JPM icon
JPMorgan Chase
JPM
+$31.8M
4
ASML icon
ASML
ASML
+$28.8M
5
JBL icon
Jabil
JBL
+$28.6M

Top Sells

1
ARES icon
Ares Management
ARES
+$40.9M
2
EMR icon
Emerson Electric
EMR
+$34.1M
3
PWR icon
Quanta Services
PWR
+$30.1M
4
CRM icon
Salesforce
CRM
+$21M
5
WMT icon
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
MBB icon
551
iShares MBS ETF
MBB
$39.3B
$4.56K ﹤0.01%
48
– –
IWN icon
552
iShares Russell 2000 Value ETF
IWN
$14.5B
$4.55K ﹤0.01%
+24
New +$4.65K
IJJ icon
553
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$4.5K ﹤0.01%
+34
New +$4.66K
HIG icon
554
Hartford Financial Services
HIG
$37.5B
$4.46K ﹤0.01%
33
-5
-13% -$682
AMP icon
555
Ameriprise Financial
AMP
$47.9B
$4.44K ﹤0.01%
10
-6
-38% -$2.89K
RF icon
556
Regions Financial
RF
$27.6B
$4.34K ﹤0.01%
+166
New +$4.63K
ALNY icon
557
Alnylam Pharmaceuticals
ALNY
$37.8B
$4.3K ﹤0.01%
13
+12
+1,200% +$4.08K
TWLO icon
558
Twilio
TWLO
$31.4B
$4.15K ﹤0.01%
+33
New +$4.06K
KEY icon
559
KeyCorp
KEY
$25.9B
$4.01K ﹤0.01%
+200
New +$4.19K
OSK icon
560
Oshkosh
OSK
$9.15B
$3.98K ﹤0.01%
+27
New +$4.21K
SM icon
561
SM Energy
SM
$7.24B
$3.87K ﹤0.01%
+124
New +$2.83K
SNDK
562
Sandisk
SNDK
$209B
$3.81K ﹤0.01%
+6
New +$3.39K
EQH icon
563
Equitable Holdings
EQH
$13.4B
$3.71K ﹤0.01%
+100
New +$4.28K
ALAB icon
564
Astera Labs
ALAB
$54.8B
$3.62K ﹤0.01%
+33
New +$4.7K
CELH icon
565
Celsius Holdings
CELH
$7.66B
$3.55K ﹤0.01%
+100
New +$4.74K
SWKS icon
566
Skyworks Solutions
SWKS
$8.67B
$3.54K ﹤0.01%
+66
New +$3.84K
AGEN
567
Agenus
AGEN
$208M
$3.53K ﹤0.01%
1,058
– –
EWBC icon
568
East-West Bancorp
EWBC
$18.7B
$3.52K ﹤0.01%
33
-33
-50% -$3.72K
DXJ icon
569
WisdomTree Japan Hedged Equity Fund
DXJ
$7.2B
$3.49K ﹤0.01%
+22
New +$3.47K
DKNG icon
570
DraftKings
DKNG
$12.3B
$3.44K ﹤0.01%
+159
New +$4.31K
LYTS icon
571
LSI Industries
LYTS
$892M
$3.42K ﹤0.01%
+184
New +$3.8K
SPTL icon
572
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$3.42K ﹤0.01%
130
– –
IQV icon
573
IQVIA
IQV
$35.1B
$3.41K ﹤0.01%
20
– –
XSD icon
574
State Street SPDR S&P Semiconductor ETF
XSD
$2.84B
$3.26K ﹤0.01%
+10
New +$3.45K
PRU icon
575
Prudential Financial
PRU
$41.1B
$3.22K ﹤0.01%
33
+27
+450% +$2.8K
21 22
23
24 25

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