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
126
$251K 0.03%
3,636
-7,172
127
$245K 0.03%
10,333
128
$240K 0.03%
+10,434
129
$237K 0.02%
300
130
$228K 0.02%
5,760
-1,642
131
$226K 0.02%
250
132
$225K 0.02%
+10,000
133
$217K 0.02%
7,192
-3,759
134
$217K 0.02%
7,043
+228
135
$210K 0.02%
+3,537
136
$207K 0.02%
1,135
-1,135
137
$204K 0.02%
+1,310
138
$204K 0.02%
+1,500
139
– –
-13,835
140
– –
-13,540
141
– –
-4,437
142
– –
-1,711
143
– –
-6,763
144
– –
-4,104
145
– –
-13,290
146
– –
-3,956
147
– –
-24,464
148
– –
-2,084
149
– –
-4,478
150
– –
-8,300
3 4 5
6
7