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
126
$739K 0.05%
+3,114
127
$720K 0.05%
21,668
128
$717K 0.05%
33,418
-3,050
129
$712K 0.05%
18,182
+3,990
130
$710K 0.05%
6,771
+264
131
$692K 0.05%
13,637
+385
132
$679K 0.05%
10,500
-300
133
$674K 0.04%
20,000
134
$668K 0.04%
24,569
-350
135
$656K 0.04%
8,950
-97
136
$626K 0.04%
7,055
+55
137
$621K 0.04%
8,456
-18,319
138
$590K 0.04%
5,991
-11
139
$581K 0.04%
2,630
-17
140
$575K 0.04%
14,725
-2,347
141
$567K 0.04%
8,700
142
$498K 0.03%
7,645
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143
$495K 0.03%
7,244
-72
144
$494K 0.03%
13,632
+3,636
145
$480K 0.03%
8,735
146
$470K 0.03%
2,919
-467
147
$443K 0.03%
7,455
148
$442K 0.03%
3,177
-182
149
$422K 0.03%
13,140
+375
150
$413K 0.03%
+2,666
4 5
6
7 8