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
$2.4B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$24.1M
3
+$9.01M
4
MSFT icon
Microsoft
MSFT
+$7.68M
5
VICI icon
VICI Properties
VICI
+$7.29M

Top Sells

1
+$22.9M
2
+$19.8M
3
+$9.58M
4
EQR icon
Equity Residential
EQR
+$7.38M
5
IVT icon
InvenTrust Properties
IVT
+$4.58M

Sector Composition

1 Technology 20.39%
2 Real Estate 17.65%
3 Healthcare 10.43%
4 Industrials 8.21%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258K 0.01%
8,037
+785
202
$258K 0.01%
8,433
203
$257K 0.01%
3,191
204
$256K 0.01%
954
-318
205
$256K 0.01%
4,100
206
$255K 0.01%
3,315
-90
207
$253K 0.01%
1,824
208
$251K 0.01%
2,474
209
$250K 0.01%
5,473
-1,684
210
$249K 0.01%
12,453
211
$248K 0.01%
3,065
-9
212
$247K 0.01%
10,085
-14
213
$241K 0.01%
3,010
214
$240K 0.01%
6,538
+1,000
215
$235K 0.01%
4,599
+1,471
216
$229K 0.01%
1,893
217
$219K 0.01%
1,600
-500
218
$216K 0.01%
1,105
-114
219
$215K 0.01%
1,413
+780
220
$210K 0.01%
2,000
221
$209K 0.01%
1,991
-759
222
$208K 0.01%
1,598
223
$208K 0.01%
3,667
-1
224
$205K 0.01%
3,146
225
$202K 0.01%
3,915
7 8
9
10 11