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
126
$1.05M 0.07%
30,594
-8,069
127
$986K 0.06%
4,127
128
$952K 0.06%
52,665
-341
129
$947K 0.06%
799
-37
130
$945K 0.06%
12,000
131
$942K 0.06%
6,942
+139
132
$911K 0.06%
23,124
-6,911
133
$896K 0.06%
18,184
+30
134
$868K 0.05%
5,000
135
$835K 0.05%
8,253
-100
136
$821K 0.05%
54,975
-600
137
$805K 0.05%
+7,140
138
$803K 0.05%
21,740
+6,317
139
$792K 0.05%
7,550
140
$787K 0.05%
3,250
141
$776K 0.05%
5,713
+127
142
$736K 0.05%
3,334
-102
143
$723K 0.04%
3,391
-12
144
$693K 0.04%
13,279
-274
145
$690K 0.04%
9,395
146
$634K 0.04%
7,385
147
$626K 0.04%
4,300
148
$617K 0.04%
12,941
+515
149
$600K 0.04%
17,547
+398
150
$589K 0.04%
21,668
4 5
6
7 8