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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
ACGL icon
576
Arch Capital
ACGL
$35B
$3.17K ﹤0.01%
+33
New +$3.16K
HPE icon
577
Hewlett Packard
HPE
$59.8B
$3.17K ﹤0.01%
133
+115
+639% +$2.55K
EXG icon
578
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.97B
$3.13K ﹤0.01%
+362
New +$3.4K
PRCT icon
579
Procept Biorobotics
PRCT
$1.09B
$3.13K ﹤0.01%
125
– –
INCY icon
580
Incyte
INCY
$23.3B
$3.11K ﹤0.01%
+33
New +$3.29K
FIGR
581
Figure Technology Solutions
FIGR
$6.83B
$3.09K ﹤0.01%
+91
New +$3.92K
HRB icon
582
H&R Block
HRB
$5.3B
$3.08K ﹤0.01%
+97
New +$3.38K
SCHD icon
583
Schwab US Dividend Equity ETF
SCHD
$100B
$3.07K ﹤0.01%
100
– –
FITB
584
Fifth Third Bancorp
FITB
$53.8B
$3.07K ﹤0.01%
66
+53
+408% +$2.61K
PSNY icon
585
Polestar Automotive Holding UK
PSNY
$2.19B
$3.06K ﹤0.01%
166
– –
FHN icon
586
First Horizon
FHN
$12.1B
$3.03K ﹤0.01%
+133
New +$3.18K
LPLA icon
587
LPL Financial
LPLA
$26.5B
$3.01K ﹤0.01%
10
-16
-62% -$5.37K
VEEV icon
588
Veeva Systems
VEEV
$32.1B
$2.81K ﹤0.01%
+16
New +$3.14K
QAI icon
589
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
$2.73K ﹤0.01%
+80
New +$2.75K
NEM icon
590
Newmont
NEM
$97B
$2.6K ﹤0.01%
24
-2,150
-99% -$248K
KHC icon
591
Kraft Heinz
KHC
$31.1B
$2.59K ﹤0.01%
115
– –
AMLP icon
592
Alerian MLP ETF
AMLP
$12.7B
$2.58K ﹤0.01%
+49
New +$2.5K
AXON
593
Axon Enterprise
AXON
$43.7B
$2.55K ﹤0.01%
+6
New +$3.12K
NXT icon
594
Nextpower Inc
NXT
$16.2B
$2.53K ﹤0.01%
21
– –
IWO icon
595
iShares Russell 2000 Growth ETF
IWO
$14.8B
$2.51K ﹤0.01%
+8
New +$2.66K
W icon
596
Wayfair
W
$12.1B
$2.48K ﹤0.01%
+33
New +$2.99K
UNG icon
597
United States Natural Gas Fund
UNG
$370M
$2.44K ﹤0.01%
208
– –
ORI icon
598
Old Republic International
ORI
$10.1B
$2.39K ﹤0.01%
60
– –
MAT icon
599
Mattel
MAT
$4.26B
$2.18K ﹤0.01%
150
– –
SOFI icon
600
SoFi Technologies
SOFI
$22.2B
$2.11K ﹤0.01%
133
-433
-77% -$9.13K
22 23
24
25 26

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