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
101
$1.64M 0.11%
4,604
+32
102
$1.61M 0.11%
53,200
-2,045
103
$1.53M 0.1%
38,210
+7,975
104
$1.44M 0.1%
9,040
-25
105
$1.43M 0.1%
5,571
+386
106
$1.38M 0.09%
17,879
-209
107
$1.33M 0.09%
+59,578
108
$1.3M 0.09%
10,839
+2,474
109
$1.07M 0.07%
8,433
-84
110
$1.06M 0.07%
14,642
-1,023
111
$1M 0.07%
22,173
-4,974
112
$994K 0.07%
6,050
113
$966K 0.06%
18,992
-3,130
114
$936K 0.06%
3,663
115
$936K 0.06%
3,852
-123
116
$934K 0.06%
5,556
+240
117
$931K 0.06%
57,780
-3,900
118
$909K 0.06%
7,788
+193
119
$867K 0.06%
3,958
-116
120
$845K 0.06%
13,390
-350
121
$837K 0.06%
14,400
+3,830
122
$833K 0.06%
9,395
-5,600
123
$813K 0.05%
23,883
+274
124
$795K 0.05%
2,153
-390
125
$791K 0.05%
5,000
3 4
5
6 7