CIC
Chilton Investment Company Portfolio holdings
AUM
$4.91B
1-Year Est. Return
16.15%
1 Year Est. Return
+16.15%
AUM
$4.91B
AUM Growth
+$403M
(+9%)
Holding
288
Top Buys
| 1 | +$40.2M | |
| 2 | +$32.6M | |
| 3 | +$23.8M | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$22.7M |
| 5 |
Microsoft
MSFT
|
+$19.5M |
Top Sells
| 1 | +$28.9M | |
| 2 | +$19.7M | |
| 3 | +$15.1M | |
| 4 |
UnitedHealth
UNH
|
+$9.9M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$5.79M |
Sector Composition
| 1 | Financials | 27.9% |
| 2 | Technology | 19.17% |
| 3 | Industrials | 16.66% |
| 4 | Consumer Discretionary | 10.36% |
| 5 | Consumer Staples | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Deckers Outdoor
DECK
$12.8B
| – | – |
-41,649
|
|
||
277
Fortinet
FTNT
$60.3B
| – | – |
-2,850
|
|
||
278
Chart Industries
GTLS
$9.17B
| – | – |
-119,771
|
|
||
279
HubSpot
HUBS
$19.2B
| – | – |
-5,599
|
|
||
280
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
| – | – |
-5,308
|
|
||
281
Kinsale Capital Group
KNSL
$8.95B
| – | – |
-1,122
|
|
||
282
Lithia Motors
LAD
$7.73B
| – | – |
-11,981
|
|
||
283
Lennar Class B
LEN.B
$30.5B
| – | – |
-2,465
|
|
||
284
Novo Nordisk
NVO
$219B
| – | – |
-11,460
|
|
||
|
285
Old Dominion Freight Line
ODFL
$28.3B
| – | – |
-35,658
|
|
||
286
Quanta Services
PWR
$69.3B
| – | – |
-803
|
|
||
287
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
| – | – |
-3,652
|
|
||
288
Targa Resources
TRGP
$37.6B
| – | – |
-3,954
|
|