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
101
$1.77M 0.11%
71,450
+737
102
$1.63M 0.1%
12,576
-1,308
103
$1.6M 0.1%
4,604
-52
104
$1.53M 0.1%
23,382
-1,821
105
$1.5M 0.09%
13,693
-387
106
$1.5M 0.09%
38,103
+962
107
$1.48M 0.09%
12,614
+18
108
$1.38M 0.09%
7,644
-506
109
$1.37M 0.09%
24,133
+2,428
110
$1.36M 0.08%
20,310
111
$1.35M 0.08%
20,000
112
$1.31M 0.08%
10,496
+231
113
$1.3M 0.08%
49,051
-1,212
114
$1.29M 0.08%
59,677
115
$1.2M 0.07%
22,497
-500
116
$1.17M 0.07%
5,045
117
$1.17M 0.07%
63,297
-4,141
118
$1.16M 0.07%
24,441
-2,403
119
$1.14M 0.07%
38,680
-2,000
120
$1.14M 0.07%
8,322
+670
121
$1.12M 0.07%
57,809
+3,854
122
$1.11M 0.07%
24,470
-300
123
$1.08M 0.07%
4,060
-158
124
$1.07M 0.07%
15,615
125
$1.06M 0.07%
11,692
+191
3 4
5
6 7