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
151
$403K 0.03%
15,726
+1,130
152
$391K 0.03%
12,330
153
$389K 0.03%
7,521
-916
154
$384K 0.03%
+1,506
155
$381K 0.03%
9,930
+520
156
$381K 0.03%
12,550
-2,875
157
$357K 0.02%
+7,547
158
$353K 0.02%
+3,955
159
$351K 0.02%
5,368
+1,460
160
$351K 0.02%
2,227
+161
161
$343K 0.02%
+1,293
162
$339K 0.02%
4,000
163
$311K 0.02%
+3,189
164
$300K 0.02%
+4,500
165
$293K 0.02%
+4,936
166
$291K 0.02%
7,900
-30,940
167
$285K 0.02%
250
168
$285K 0.02%
882
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169
$278K 0.02%
4,336
-888
170
$262K 0.02%
2,474
171
$252K 0.02%
15,130
-4,256
172
$251K 0.02%
4,966
-9,950
173
$249K 0.02%
6,355
-1,879
174
$248K 0.02%
1,767
-72,479
175
$240K 0.02%
1,500
4 5 6
7
8