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
$1.25B
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$8.23M
2 +$5.62M
3 +$4.69M
4
ALEX
Alexander & Baldwin
ALEX
+$4.3M
5
SBAC icon
SBA Communications
SBAC
+$1.8M

Top Sells

1 +$12.7M
2 +$12.2M
3 +$2.41M
4
COST icon
Costco
COST
+$2.26M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.65M

Sector Composition

1 Real Estate 30.75%
2 Technology 10.22%
3 Healthcare 7.97%
4 Financials 7.85%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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+32,092
127
$770K 0.06%
7,563
-389
128
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129
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137
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138
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139
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15,076
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143
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146
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147
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11,942
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16,039
149
$595K 0.05%
4,091
150
$585K 0.05%
3,968