CCM
Chilton Capital Management Portfolio holdings
AUM
$2.73B
1-Year Return
17.43%
This Quarter Return
+8.62%
1 Year Return
+17.43%
3 Year Return
+77.93%
5 Year Return
+137.35%
10 Year Return
+266.35%
AUM
$1.61B
AUM Growth
+$102M
(+6.8%)
Cap. Flow
-$443K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
27.17%
Holding
235
New
20
Increased
68
Reduced
95
Closed
7
Top Buys
| 1 |
Digital Realty Trust
DLR
|
$10.9M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$8.86M |
| 3 |
iShares US Real Estate ETF
IYR
|
$2.03M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.76M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.6M |
Top Sells
| 1 |
Essex Property Trust
ESS
|
$8.32M |
| 2 |
Meta Platforms (Facebook)
META
|
$4.6M |
| 3 |
Exxon Mobil
XOM
|
$4.12M |
| 4 |
AAT
American Assets Trust
AAT
|
$3.47M |
| 5 |
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% |
