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
101
$1.18M 0.12%
21,223
+64
102
$1.17M 0.12%
58,974
+3,681
103
$1.15M 0.12%
18,581
+724
104
$1.15M 0.12%
25,884
-572
105
$1.13M 0.11%
14,337
106
$1.11M 0.11%
22,405
-2,970
107
$1.11M 0.11%
18,723
+2,468
108
$1.11M 0.11%
20,842
-1,478
109
$1.1M 0.11%
7,725
110
$1.08M 0.11%
15,945
+300
111
$1.01M 0.1%
10,337
+462
112
$829K 0.08%
+4,190
113
$777K 0.08%
5,367
+2,333
114
$767K 0.08%
7,110
-209
115
$759K 0.08%
8,036
+1,763
116
$756K 0.08%
21,849
+572
117
$753K 0.08%
7,888
+525
118
$658K 0.07%
24,298
119
$608K 0.06%
13,464
+147
120
$590K 0.06%
6,405
-150
121
$549K 0.06%
17,119
+286
122
$530K 0.05%
3,975
123
$521K 0.05%
8,442
+52
124
$497K 0.05%
10,251
+126
125
$486K 0.05%
16,444
+4,863
3 4
5
6 7