CCM

Chilton Capital Management Portfolio holdings

AUM $2.73B
1-Year Est. Return 17.43%
This Quarter Est. Return
1 Year Est. Return
+17.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.12M
3
+$4.27M
4
GE icon
GE Aerospace
GE
+$3.29M
5
AMT icon
American Tower
AMT
+$2.49M

Top Sells

1
+$11.6M
2
+$5.43M
3
+$5.38M
4
GILD icon
Gilead Sciences
GILD
+$4.69M
5
CUZ icon
Cousins Properties
CUZ
+$2.76M

Sector Composition

1 Real Estate 45.04%
2 Healthcare 8.71%
3 Consumer Discretionary 7.17%
4 Communication Services 6.22%
5 Energy 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.1M 4.41%
237,217
+24,032
2
$27M 2.82%
474,486
+19,276
3
$26.8M 2.81%
213,267
+5,633
4
$21.8M 2.28%
206,526
+23,595
5
$21.4M 2.24%
738,908
-65,268
6
$21M 2.19%
90,157
+105
7
$20.9M 2.18%
117,764
+2,374
8
$19M 1.98%
224,718
+5,332
9
$18.9M 1.97%
224,580
-15,443
10
$18.5M 1.93%
492,980
-45,440
11
$17.9M 1.87%
206,356
+10,920
12
$17.7M 1.85%
394,740
+52,374
13
$17.6M 1.84%
319,104
-9,654
14
$17.6M 1.84%
703,661
+73,780
15
$17.5M 1.83%
208,276
-5,058
16
$16.5M 1.73%
769,602
-67,676
17
$16.5M 1.73%
109,050
+21,722
18
$15.1M 1.58%
392,060
-16,100
19
$14.3M 1.5%
158,440
-7,605
20
$14.1M 1.48%
63,281
-854
21
$13.7M 1.43%
317,870
+41,770
22
$13.6M 1.42%
245,159
-24,576
23
$13.4M 1.4%
116,540
-9,919
24
$13.2M 1.38%
118,492
-7,989
25
$13M 1.36%
178,073
+12,506
1
2 3 4 5