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
$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
126
$1.15M 0.05%
51,744
+411
127
$1.12M 0.05%
38,449
-747
128
$1.1M 0.05%
49,516
+10,568
129
$1.08M 0.04%
21,557
+194
130
$1.07M 0.04%
7,532
-61
131
$1M 0.04%
7,140
132
$1M 0.04%
8,239
+289
133
$990K 0.04%
10,994
-842
134
$988K 0.04%
5,153
+72
135
$906K 0.04%
17,019
-1,338
136
$872K 0.04%
2,152
-698
137
$864K 0.04%
5,079
-1,879
138
$849K 0.04%
662
139
$846K 0.04%
20,167
-6,035
140
$819K 0.03%
4,804
+3,295
141
$794K 0.03%
17,513
-173
142
$789K 0.03%
32,991
-306
143
$781K 0.03%
2,390
144
$762K 0.03%
4,945
-72
145
$744K 0.03%
11,880
-104
146
$720K 0.03%
12,744
+446
147
$698K 0.03%
5,000
148
$652K 0.03%
4,000
-127
149
$601K 0.02%
27,323
+156
150
$598K 0.02%
2,080
4 5
6
7 8