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
76
$5.59M 0.37%
100,067
-51,023
77
$5.21M 0.35%
106,108
-560
78
$4.88M 0.32%
221,496
+10,640
79
$4.34M 0.29%
174,004
-1,220
80
$4.28M 0.28%
24,197
-607
81
$4.23M 0.28%
130,400
-545
82
$4.16M 0.28%
11,409
+161
83
$3.9M 0.26%
173,195
-7,486
84
$3.57M 0.24%
77,174
-490
85
$3.51M 0.23%
42,524
+1,207
86
$3.4M 0.23%
40,079
-11,107
87
$3M 0.2%
40,764
+58
88
$2.96M 0.2%
+6,222
89
$2.66M 0.18%
36,606
90
$2.56M 0.17%
33,737
-545
91
$2.46M 0.16%
80,070
+59,680
92
$2.32M 0.15%
53,420
-95
93
$2.25M 0.15%
13,687
-361
94
$2M 0.13%
5,021
-220
95
$1.95M 0.13%
85,259
+32,846
96
$1.82M 0.12%
13,050
-250
97
$1.81M 0.12%
13,612
+1,658
98
$1.8M 0.12%
12,745
-302
99
$1.78M 0.12%
16,422
-8
100
$1.65M 0.11%
88,765
-1,058
2 3
4
5 6