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
$2.37B
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16.6M
3
+$7.1M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$6.54M
5
META icon
Meta Platforms (Facebook)
META
+$5.88M

Top Sells

1
+$21M
2
+$19.6M
3
+$16.6M
4
EXR icon
Extra Space Storage
EXR
+$5.72M
5
AHR icon
American Healthcare REIT
AHR
+$5.24M

Sector Composition

1 Technology 20.4%
2 Real Estate 15.68%
3 Financials 9.29%
4 Healthcare 9.21%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$322K 0.01%
1,549
-90
177
$314K 0.01%
900
-773
178
$304K 0.01%
1,048
-34
179
$304K 0.01%
2,854
-1,382
180
$302K 0.01%
5,054
-64
181
$301K 0.01%
6,538
182
$294K 0.01%
5,774
183
$292K 0.01%
9,572
+1,535
184
$291K 0.01%
1,018
+64
185
$288K 0.01%
11,970
186
$285K 0.01%
12,000
187
$285K 0.01%
6,000
-448
188
$285K 0.01%
1,519
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189
$283K 0.01%
4,828
+4,500
190
$282K 0.01%
10,000
-122
191
$278K 0.01%
1,618
192
$267K 0.01%
5,103
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193
$266K 0.01%
2,298
-323
194
$265K 0.01%
1,108
-236
195
$264K 0.01%
4,230
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196
$261K 0.01%
10,785
+7,530
197
$260K 0.01%
4,460
198
$257K 0.01%
7,866
199
$254K 0.01%
1,824
200
$253K 0.01%
5,048
+3,577
6 7
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