We are live on ! Find out more
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
PSTL
726
Postal Realty Trust
PSTL
$739M
– –
-84
Closed -$1.36K
QLYS icon
727
Qualys
QLYS
$5.55B
– –
-7
Closed -$931
RIGL icon
728
Rigel Pharmaceuticals
RIGL
$771M
– –
-47
Closed -$2.01K
RMD icon
729
ResMed
RMD
$29.4B
– –
-2
Closed -$482
RSG icon
730
Republic Services
RSG
$69.1B
– –
-16
Closed -$3.39K
SCHG icon
731
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
– –
-300
Closed -$9.79K
SCHP icon
732
Schwab US TIPS ETF
SCHP
$16.5B
– –
-6,556
Closed -$174K
SNOW icon
733
Snowflake
SNOW
$93.6B
– –
-2
Closed -$439
SPXU icon
734
ProShares UltraPro Short S&P 500
SPXU
$457M
– –
-250
Closed -$12.4K
SSRM icon
735
SSR Mining
SSRM
$5.37B
– –
-79
Closed -$1.73K
STEL
736
DELISTED
Stellar Bancorp
STEL
– –
-475
Closed -$14.7K
STRL icon
737
Sterling Infrastructure
STRL
$19.7B
– –
-4
Closed -$1.23K
STT icon
738
State Street
STT
$51.4B
– –
-5
Closed -$646
TMUS icon
739
T-Mobile US
TMUS
$209B
– –
-22
Closed -$4.47K
TRV icon
740
Travelers Companies
TRV
$71.8B
– –
-6
Closed -$1.74K
TT icon
741
Trane Technologies
TT
$105B
– –
-5
Closed -$1.95K
UCON icon
742
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
– –
-1,795
Closed -$45.2K
URBN icon
743
Urban Outfitters
URBN
$6.46B
– –
-20
Closed -$1.51K
USHY icon
744
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
– –
-4,638
Closed -$173K
VCYT icon
745
Veracyte
VCYT
$4.73B
– –
-25
Closed -$1.05K
VGK icon
746
Vanguard FTSE Europe ETF
VGK
$30.1B
– –
-1,958
Closed -$164K
VIG icon
747
Vanguard Dividend Appreciation ETF
VIG
$111B
– –
-57
Closed -$12.5K
VPL icon
748
Vanguard FTSE Pacific ETF
VPL
$8.09B
– –
-2,046
Closed -$185K
VRT icon
749
Vertiv
VRT
$113B
– –
-13
Closed -$2.11K
WAB icon
750
Wabtec
WAB
$44.8B
– –
-3
Closed -$641
27 28 29
30
31

Similar funds

LIP
Lighthouse Investment Partners Palm Beach Gardens, Florida $2.87B AUM 26.77% 1-Year Est. Return
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return