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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
FN icon
601
Fabrinet
FN
$16.5B
$2.09K ﹤0.01%
4
– –
TER icon
602
Teradyne
TER
$50.5B
$2.08K ﹤0.01%
+7
New +$1.95K
FBTC icon
603
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.95K ﹤0.01%
33
– –
AEIS icon
604
Advanced Energy
AEIS
$11.4B
$1.94K ﹤0.01%
6
– –
OXY icon
605
Occidental Petroleum
OXY
$53.4B
$1.89K ﹤0.01%
29
-100
-78% -$5.03K
GEN icon
606
Gen Digital
GEN
$16.3B
$1.88K ﹤0.01%
+100
New +$2.31K
EWJ icon
607
iShares MSCI Japan ETF
EWJ
$21.9B
$1.77K ﹤0.01%
+21
New +$1.82K
SDY icon
608
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$1.75K ﹤0.01%
12
– –
MSAI icon
609
MultiSensor AI
MSAI
$10.9M
$1.73K ﹤0.01%
188
– –
F icon
610
Ford
F
$56.5B
$1.63K ﹤0.01%
141
– –
MTR
611
Mesa Royalty Trust
MTR
$5.93M
$1.61K ﹤0.01%
331
– –
UBER icon
612
Uber
UBER
$151B
$1.58K ﹤0.01%
22
-80
-78% -$6.16K
FDX icon
613
FedEx
FDX
$75.9B
$1.43K ﹤0.01%
4
– –
FERG icon
614
Ferguson
FERG
$45.4B
$1.4K ﹤0.01%
6
– –
UFCS icon
615
United Fire Group
UFCS
$1.28B
$1.3K ﹤0.01%
35
– –
SFST icon
616
Southern First Bancshares
SFST
$602M
$1.25K ﹤0.01%
23
– –
TDY icon
617
Teledyne Technologies
TDY
$29.2B
$1.21K ﹤0.01%
+2
New +$1.25K
NUE icon
618
Nucor
NUE
$53.7B
$1.18K ﹤0.01%
7
-33
-83% -$5.75K
IIIN icon
619
Insteel Industries
IIIN
$583M
$1.14K ﹤0.01%
34
– –
ATRO icon
620
Astronics
ATRO
$3.26B
$1.14K ﹤0.01%
20
– –
CRDO icon
621
Credo Technology Group
CRDO
$38.8B
$1.13K ﹤0.01%
12
– –
SMBK icon
622
SmartFinancial
SMBK
$832M
$1.09K ﹤0.01%
28
– –
WWD icon
623
Woodward
WWD
$23.5B
$1.07K ﹤0.01%
+3
New +$1.08K
SPXC icon
624
SPX Corp
SPXC
$10.8B
$1K ﹤0.01%
5
– –
HUBB icon
625
Hubbell
HUBB
$25.5B
$982 ﹤0.01%
+2
New +$982
23 24
25
26 27

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