CIC

Chilton Investment Company Portfolio holdings

AUM $4.5B
1-Year Est. Return 26.04%
This Quarter Est. Return
1 Year Est. Return
+26.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$97.3M
2 +$34.3M
3 +$29.3M
4
MSFT icon
Microsoft
MSFT
+$28.5M
5
V icon
Visa
V
+$25.6M

Top Sells

1 +$80.6M
2 +$40.1M
3 +$19.9M
4
UNP icon
Union Pacific
UNP
+$18.5M
5
MCO icon
Moody's
MCO
+$17.6M

Sector Composition

1 Consumer Discretionary 35.95%
2 Healthcare 14.6%
3 Consumer Staples 14.52%
4 Financials 10.67%
5 Materials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,010
127
-31,157
128
-10,000
129
-361,800
130
-120,166
131
-102,237
132
-415,900
133
-77,761