CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
This Quarter Return
+6.11%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.48B
AUM Growth
+$1.48B
(+6.7%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
26.52%
Holding
200
New
22
Increased
63
Reduced
89
Closed
7
Top Buys
| 1 |
ConocoPhillips
COP
|
$16.6M |
| 2 |
Sysco
SYY
|
$16.3M |
| 3 |
AAT
American Assets Trust
AAT
|
$8.72M |
| 4 |
HR
Healthcare Realty Trust Incorporated
HR
|
$7.93M |
| 5 |
Welltower
WELL
|
$4.73M |
Top Sells
| 1 |
American Tower
AMT
|
$13.8M |
| 2 |
AvalonBay Communities
AVB
|
$10.6M |
| 3 |
Fidelity National Information Services
FIS
|
$10.2M |
| 4 |
Boston Properties
BXP
|
$4.54M |
| 5 |
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% |
