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
$2.4B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$24.1M
3
+$9.01M
4
MSFT icon
Microsoft
MSFT
+$7.68M
5
VICI icon
VICI Properties
VICI
+$7.29M

Top Sells

1
+$22.9M
2
+$19.8M
3
+$9.58M
4
EQR icon
Equity Residential
EQR
+$7.38M
5
IVT icon
InvenTrust Properties
IVT
+$4.58M

Sector Composition

1 Technology 20.39%
2 Real Estate 17.65%
3 Healthcare 10.43%
4 Industrials 8.21%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.92M 0.08%
23,719
-1,082
102
$1.82M 0.08%
4,644
-600
103
$1.81M 0.08%
21,654
104
$1.79M 0.07%
68,885
+318
105
$1.75M 0.07%
9,292
106
$1.75M 0.07%
10,361
-4,825
107
$1.72M 0.07%
13,952
-454
108
$1.66M 0.07%
3,392
-84
109
$1.61M 0.07%
24,484
+1,081
110
$1.54M 0.06%
19,070
111
$1.44M 0.06%
27,882
112
$1.37M 0.06%
58,260
+9,365
113
$1.34M 0.06%
29,865
+2,070
114
$1.29M 0.05%
11,316
-1,114
115
$1.29M 0.05%
59,677
116
$1.28M 0.05%
7,431
-575
117
$1.28M 0.05%
16,089
-935
118
$1.27M 0.05%
13,196
-164
119
$1.25M 0.05%
12,055
120
$1.24M 0.05%
35,550
+1,010
121
$1.23M 0.05%
10,700
-70
122
$1.22M 0.05%
4,088
-596
123
$1.17M 0.05%
16,836
-282
124
$1.16M 0.05%
52,613
+2,552
125
$1.16M 0.05%
4,197
-196
3 4
5
6 7