CCM

Chilton Capital Management Portfolio holdings

AUM $2.73B
1-Year Est. Return 17.43%
This Quarter Est. Return
1 Year Est. Return
+17.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.3M
3
+$8.72M
4
HR
Healthcare Realty Trust Incorporated
HR
+$7.93M
5
WELL icon
Welltower
WELL
+$4.73M

Top Sells

1
+$13.8M
2
+$10.6M
3
+$10.2M
4
BXP icon
Boston Properties
BXP
+$4.54M
5
XOM icon
Exxon Mobil
XOM
+$2.85M

Sector Composition

1 Real Estate 28.03%
2 Technology 12.49%
3 Financials 8.94%
4 Communication Services 7.98%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.84%
131,661
+2,617
52
$12.4M 0.82%
438,490
-28,605
53
$12.3M 0.82%
143,549
+17,208
54
$12.2M 0.81%
242,404
-7,950
55
$12.2M 0.81%
142,486
-8,368
56
$12.1M 0.8%
425,805
+418
57
$11.3M 0.75%
41,645
-2,616
58
$10.8M 0.72%
643,698
+22,630
59
$10.2M 0.68%
101,085
-44,808
60
$10.1M 0.67%
261,977
-2,113
61
$9.83M 0.65%
158,488
-6,993
62
$9.77M 0.65%
65,099
+4,162
63
$9.75M 0.65%
562,476
-62,505
64
$9.69M 0.65%
52,540
-57,721
65
$8.76M 0.58%
136,164
+33,475
66
$8.72M 0.58%
+268,697
67
$8.67M 0.58%
245,388
-9,470
68
$8.44M 0.56%
59,899
+887
69
$7.93M 0.53%
+261,460
70
$7.74M 0.52%
157,622
+2,708
71
$7.46M 0.5%
172,823
-2,498
72
$7.07M 0.47%
420,800
-42,540
73
$5.87M 0.39%
27,439
-969
74
$5.85M 0.39%
112,350
-8,640
75
$5.82M 0.39%
309,560
-2,570
1 2
3
4 5