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
76
$3.94M 0.4%
140,813
-156,369
77
$3.89M 0.39%
100,685
+12,352
78
$3.79M 0.38%
14,132
-12,014
79
$3.71M 0.37%
150,896
+15,505
80
$3.39M 0.34%
25,717
-1,035
81
$3.13M 0.31%
45,520
+3,250
82
$3.02M 0.3%
104,120
-3,204
83
$2.94M 0.29%
11,303
-6,148
84
$2.85M 0.29%
210,650
+7,850
85
$2.54M 0.25%
30,637
+514
86
$2.31M 0.23%
64,652
-2,830
87
$2.27M 0.23%
217,240
-77,760
88
$2.17M 0.22%
46,716
+1,293
89
$2.14M 0.21%
15,390
-18,815
90
$2.13M 0.21%
77,208
-746
91
$2.09M 0.21%
+50,555
92
$2.09M 0.21%
48,107
+410
93
$1.92M 0.19%
13,803
+269
94
$1.83M 0.18%
27,036
+6,027
95
$1.82M 0.18%
61,396
+1,757
96
$1.77M 0.18%
31,039
-99,761
97
$1.75M 0.18%
39,985
-7,490
98
$1.48M 0.15%
28,868
-120
99
$1.29M 0.13%
23,985
-3,377
100
$1.19M 0.12%
26,511
+639
2 3
4
5 6