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
$1.61B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.86M
3
+$2.03M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.6M

Top Sells

1
+$8.32M
2
+$4.6M
3
+$4.12M
4
AAT
American Assets Trust
AAT
+$3.47M
5
DIS icon
Walt Disney
DIS
+$3.18M

Sector Composition

1 Real Estate 25.39%
2 Technology 12.42%
3 Healthcare 9.89%
4 Energy 8.75%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.51M 0.34%
117,978
-81
77
$4.95M 0.31%
96,697
-1,495
78
$4.78M 0.3%
296,648
-13,860
79
$4.46M 0.28%
70,082
+867
80
$4.27M 0.27%
50,108
+1,282
81
$4.19M 0.26%
358,937
-243,312
82
$3.85M 0.24%
98,671
-8,585
83
$3.73M 0.23%
33,650
-4,318
84
$3.34M 0.21%
164,874
-3,924
85
$3.05M 0.19%
17,268
-183
86
$3.03M 0.19%
8,629
+79
87
$2.83M 0.18%
15,766
-103
88
$2.66M 0.17%
53,034
+3,261
89
$2.53M 0.16%
20,543
-1,275
90
$2.42M 0.15%
18,229
-385
91
$2.37M 0.15%
14,683
-244
92
$2.24M 0.14%
7,240
+5,181
93
$2.15M 0.13%
79,999
+492
94
$2.15M 0.13%
6,380
-120
95
$2.13M 0.13%
9,333
-467
96
$2.13M 0.13%
28,263
-5,499
97
$2.03M 0.13%
5,273
+98
98
$1.94M 0.12%
27,030
99
$1.91M 0.12%
6,204
-190
100
$1.79M 0.11%
12,725
+263
2 3
4
5 6