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
$956M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.12M
3
+$4.27M
4
GE icon
GE Aerospace
GE
+$3.29M
5
AMT icon
American Tower
AMT
+$2.49M

Top Sells

1
+$11.6M
2
+$5.43M
3
+$5.38M
4
GILD icon
Gilead Sciences
GILD
+$4.69M
5
CUZ icon
Cousins Properties
CUZ
+$2.76M

Sector Composition

1 Real Estate 45.04%
2 Healthcare 8.71%
3 Consumer Discretionary 7.17%
4 Communication Services 6.22%
5 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.11%
6,375
+150
102
$1.02M 0.11%
44,020
-5,052
103
$997K 0.1%
8,469
+50
104
$911K 0.1%
28,364
+14,855
105
$903K 0.09%
9,875
-100
106
$731K 0.08%
20,417
-429
107
$707K 0.07%
+8,567
108
$596K 0.06%
13,245
109
$544K 0.06%
5,230
-1,200
110
$524K 0.05%
3,640
-295
111
$484K 0.05%
7,164
+489
112
$472K 0.05%
11,595
-1,707
113
$471K 0.05%
4,565
-4,350
114
$466K 0.05%
8,186
-170
115
$449K 0.05%
4,074
116
$418K 0.04%
42,000
117
$414K 0.04%
8,735
-38,425
118
$374K 0.04%
2,740
-50
119
$359K 0.04%
20,000
-3,482
120
$353K 0.04%
11,730
-457
121
$345K 0.04%
+10,000
122
$310K 0.03%
8,260
-136
123
$288K 0.03%
11,803
-3,093
124
$275K 0.03%
3,144
+400
125
$263K 0.03%
9,141
-765
3 4
5
6 7