CCM

Chilton Capital Management Portfolio holdings

AUM $2.97B
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$998M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.13M
3
+$6.53M
4
DIS icon
Walt Disney
DIS
+$4.83M
5
CRM icon
Salesforce
CRM
+$4.81M

Top Sells

1
+$9.13M
2
+$7.57M
3
+$7.51M
4
AMZN icon
Amazon
AMZN
+$6.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.7M

Sector Composition

1 Real Estate 39.7%
2 Healthcare 13.29%
3 Communication Services 6.93%
4 Consumer Discretionary 5.94%
5 Consumer Staples 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.53M 0.85%
486,702
+123,697
52
$8.28M 0.83%
367,230
+48,200
53
$8.2M 0.82%
128,352
-31,459
54
$8.14M 0.82%
108,550
+27,161
55
$8.11M 0.81%
222,894
+24,000
56
$7.94M 0.8%
95,131
-13,875
57
$7.54M 0.76%
119,096
+7,818
58
$7.5M 0.75%
221,814
+84,991
59
$7.22M 0.72%
432,617
+73,371
60
$7.12M 0.71%
86,489
+9,635
61
$6.9M 0.69%
223,498
+34,690
62
$6.65M 0.67%
108,369
+35,602
63
$6.64M 0.66%
102,245
-7,799
64
$6.61M 0.66%
112,050
-3,660
65
$6.49M 0.65%
230,647
+24,134
66
$6.38M 0.64%
138,375
+6,535
67
$5.95M 0.6%
203,685
+29,094
68
$5.89M 0.59%
154,460
-8,840
69
$5.85M 0.59%
56,981
+1,432
70
$5.83M 0.58%
107,198
-28,495
71
$4.96M 0.5%
93,722
+339
72
$4.81M 0.48%
+65,098
73
$4.35M 0.44%
54,761
-5,419
74
$4.23M 0.42%
41,240
-2,407
75
$4.21M 0.42%
83,422
-3,130
1 2
3
4 5