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
201
$264K 0.02%
3,770
202
$262K 0.02%
4,160
203
$261K 0.02%
+8,995
204
$257K 0.02%
3,602
205
$253K 0.02%
3,595
+84
206
$247K 0.02%
246,975
+137,399
207
$246K 0.02%
11,001
-1,386
208
$246K 0.02%
+6,300
209
$246K 0.02%
12,453
210
$241K 0.02%
2,884
211
$240K 0.01%
11,500
212
$240K 0.01%
2,474
213
$237K 0.01%
2,362
-136
214
$231K 0.01%
1,643
215
$224K 0.01%
+4,460
216
$219K 0.01%
1,598
217
$216K 0.01%
8,265
218
$216K 0.01%
+1,580
219
$215K 0.01%
+12,000
220
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+4,000
221
$205K 0.01%
+2,338
222
$204K 0.01%
+1,824
223
$151K 0.01%
+12,733
224
$121K 0.01%
+26,557
225
0