CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+5.52%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.16B
AUM Growth
+$58.2M
(+5.3%)
Cap. Flow
+$4.64M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
22.08%
Holding
226
New
22
Increased
91
Reduced
81
Closed
9
Top Buys
| 1 |
LPT
Liberty Property Trust
LPT
|
$10.5M |
| 2 |
Cisco
CSCO
|
$10.1M |
| 3 |
Broadcom
AVGO
|
$9.76M |
| 4 |
American Homes 4 Rent
AMH
|
$8.7M |
| 5 |
Salesforce
CRM
|
$5.93M |
Top Sells
| 1 |
Extra Space Storage
EXR
|
$11.8M |
| 2 |
UDR
UDR
|
$7.92M |
| 3 |
PepsiCo
PEP
|
$7.58M |
| 4 |
Empire State Realty Trust
ESRT
|
$3.98M |
| 5 |
DuPont de Nemours
DD
|
$3.34M |
Sector Composition
| 1 | Real Estate | 36.61% |
| 2 | Financials | 8.53% |
| 3 | Technology | 8.32% |
| 4 | Energy | 6.62% |
| 5 | Healthcare | 5.85% |
