CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+1.37%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$2.37B
AUM Growth
-$29.5M
(-1.2%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
34.89%
Holding
690
New
48
Increased
101
Reduced
213
Closed
143
Top Buys
| 1 |
Ares Management
ARES
|
$23.9M |
| 2 |
Eli Lilly
LLY
|
$16.6M |
| 3 |
TJX Companies
TJX
|
$7.1M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$6.54M |
| 5 |
Meta Platforms (Facebook)
META
|
$5.88M |
Top Sells
| 1 |
Merck
MRK
|
$21M |
| 2 |
KLA
KLAC
|
$19.6M |
| 3 |
Kraft Heinz
KHC
|
$16.6M |
| 4 |
Extra Space Storage
EXR
|
$5.72M |
| 5 |
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% |
