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
201
$251K 0.01%
3,180
-135
202
$250K 0.01%
3,191
203
$249K 0.01%
2,570
-17
204
$249K 0.01%
2,474
205
$247K 0.01%
12,453
206
$246K 0.01%
506
-6
207
$245K 0.01%
578
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208
$244K 0.01%
10,085
209
$240K 0.01%
598
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210
$235K 0.01%
8,660
211
$233K 0.01%
1,893
212
$222K 0.01%
2,828
-1,753
213
$221K 0.01%
4,000
-41
214
$220K 0.01%
2,976
-1,663
215
$220K 0.01%
3,063
-25
216
$215K 0.01%
3,667
217
$213K 0.01%
2,000
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218
$209K 0.01%
8,024
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219
$207K 0.01%
1,600
220
$204K 0.01%
2,943
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221
$204K 0.01%
409
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222
$199K 0.01%
5,665
223
$198K 0.01%
4,018
224
$197K 0.01%
2,600
-52
225
$193K 0.01%
6,142
7 8
9
10 11