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
151
$587K 0.04%
8,164
-1,520
152
$586K 0.04%
32,913
+255
153
$570K 0.04%
13,812
+1,337
154
$553K 0.03%
22,512
155
$550K 0.03%
13,319
-1
156
$545K 0.03%
8,853
+300
157
$516K 0.03%
1,633
-55
158
$509K 0.03%
2,375
-1
159
$507K 0.03%
3,929
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160
$502K 0.03%
6,453
-387
161
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8,413
162
$499K 0.03%
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163
$495K 0.03%
9,829
-2,318
164
$491K 0.03%
14,337
+430
165
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2,892
-600
166
$475K 0.03%
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167
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168
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169
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170
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171
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3,902
172
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+14,483
173
$423K 0.03%
4,079
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174
$417K 0.03%
4,246
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175
$416K 0.03%
5,578
+147
5 6
7
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