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
$1.48B
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.3M
3
+$8.72M
4
HR
Healthcare Realty Trust Incorporated
HR
+$7.93M
5
WELL icon
Welltower
WELL
+$4.73M

Top Sells

1
+$13.8M
2
+$10.6M
3
+$10.2M
4
BXP icon
Boston Properties
BXP
+$4.54M
5
XOM icon
Exxon Mobil
XOM
+$2.85M

Sector Composition

1 Real Estate 28.03%
2 Technology 12.49%
3 Financials 8.94%
4 Communication Services 7.98%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.4M 3.76%
462,042
+886
2
$54.2M 3.6%
229,734
+3,166
3
$51.6M 3.43%
333,320
+8,260
4
$37.8M 2.51%
136,021
+1,610
5
$36.8M 2.45%
241,875
-55
6
$34M 2.26%
320,432
-14,452
7
$33.4M 2.22%
322,820
-3,180
8
$30.8M 2.05%
104,719
+1,452
9
$30.7M 2.04%
178,252
-5,390
10
$28.2M 1.88%
75,825
+1,360
11
$27.9M 1.85%
40,992
+783
12
$22.6M 1.51%
106,900
+3,589
13
$21.9M 1.46%
199,696
-12,655
14
$21.7M 1.45%
279,641
-1,877
15
$21.7M 1.44%
114,088
-932
16
$21.6M 1.44%
93,059
-3,887
17
$21.4M 1.42%
46,823
+968
18
$21.1M 1.41%
114,547
-4,847
19
$19.9M 1.33%
98,973
+3,770
20
$19.9M 1.32%
356,400
+54,700
21
$19.6M 1.3%
49,437
-1,547
22
$19.4M 1.29%
417,990
-22,060
23
$19.1M 1.27%
572,777
-31,185
24
$18.8M 1.25%
588,550
-22,720
25
$18.3M 1.22%
277,217
+6,465
1
2 3 4 5