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
$1.63B
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$14M
3
+$11.7M
4
EGP icon
EastGroup Properties
EGP
+$8.36M
5
SUI icon
Sun Communities
SUI
+$5.57M

Top Sells

1
+$19.7M
2
+$11.1M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$8.41M
5
TSLA icon
Tesla
TSLA
+$8.35M

Sector Composition

1 Real Estate 28.34%
2 Technology 12.34%
3 Healthcare 9.24%
4 Industrials 7.41%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.8M 4.37%
279,410
+609
2
$62.9M 3.83%
460,241
-6,137
3
$60.5M 3.68%
706,596
-13,170
4
$42.7M 2.6%
133,450
+2,001
5
$39.6M 2.41%
372,403
-2,237
6
$38.1M 2.32%
348,040
+1,720
7
$37.7M 2.29%
223,829
+14,319
8
$36.9M 2.25%
71,928
-3,449
9
$33.2M 2.02%
282,465
+20,837
10
$28.6M 1.74%
43,479
+1,910
11
$28.3M 1.73%
315,609
+4,761
12
$26.3M 1.6%
48,409
-211
13
$24.7M 1.51%
125,641
+591
14
$24.3M 1.48%
215,832
-46,496
15
$23.9M 1.46%
49,894
-1,252
16
$23.9M 1.45%
122,084
+12,959
17
$23.6M 1.44%
286,693
+3,784
18
$23.3M 1.42%
448,792
+79,298
19
$22.6M 1.38%
297,138
+18,724
20
$22.5M 1.37%
156,360
-322
21
$22.1M 1.34%
144,370
-2,779
22
$21.9M 1.33%
450,770
+540
23
$21.5M 1.31%
511,590
-15,540
24
$21.3M 1.29%
597,658
+56,993
25
$21.2M 1.29%
250,710
-14,040
1
2 3 4 5