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
$2.4B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$24.1M
3
+$9.01M
4
MSFT icon
Microsoft
MSFT
+$7.68M
5
VICI icon
VICI Properties
VICI
+$7.29M

Top Sells

1
+$22.9M
2
+$19.8M
3
+$9.58M
4
EQR icon
Equity Residential
EQR
+$7.38M
5
IVT icon
InvenTrust Properties
IVT
+$4.58M

Sector Composition

1 Technology 20.39%
2 Real Estate 17.65%
3 Healthcare 10.43%
4 Industrials 8.21%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.3M 0.72%
327,754
-5,957
52
$16.9M 0.7%
104,690
-3,025
53
$16.8M 0.7%
69,751
-10,267
54
$16.4M 0.68%
349,276
+1,000
55
$16M 0.67%
117,965
-21,532
56
$15.4M 0.64%
85,360
-4,238
57
$15M 0.62%
261,387
+34,765
58
$14M 0.58%
145,825
-1,050
59
$13.9M 0.58%
363,110
+14,272
60
$13.9M 0.58%
207,656
-6,493
61
$13.5M 0.56%
278,496
+1,378
62
$13.4M 0.56%
470,223
+31,615
63
$12.7M 0.53%
700,392
-104,202
64
$12.6M 0.52%
479,758
-39,563
65
$12M 0.5%
302,703
+810
66
$12M 0.5%
337,066
+71,015
67
$11M 0.46%
339,897
+41,138
68
$11M 0.45%
46,222
+2,952
69
$10.9M 0.45%
325,490
-64,679
70
$9.93M 0.41%
356,277
-1,953
71
$9.69M 0.4%
191,238
-936
72
$9.01M 0.37%
+354,832
73
$8.77M 0.36%
90,064
+751
74
$8.52M 0.35%
141,526
+5,901
75
$8.34M 0.35%
291,979
-160,489
1 2
3
4 5