CIC
Chilton Investment Company Portfolio holdings
AUM
$4.5B
1-Year Return
26.04%
This Quarter Return
+9.59%
1 Year Return
+26.04%
3 Year Return
+78.02%
5 Year Return
+132.72%
10 Year Return
+346.15%
AUM
$3.27B
AUM Growth
+$55.6M
(+1.7%)
Cap. Flow
-$222M
Cap. Flow
% of AUM
-6.8%
Top 10 Holdings %
Top 10 Hldgs %
58.51%
Holding
169
New
10
Increased
31
Reduced
47
Closed
34
Top Buys
| 1 |
PepsiCo
PEP
|
$39.6M |
| 2 |
Hershey
HSY
|
$36.4M |
| 3 |
Bank of America
BAC
|
$24.4M |
| 4 |
Aon
AON
|
$14.7M |
| 5 |
Brown & Brown
BRO
|
$13.4M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$56.5M |
| 2 |
Canadian Pacific Kansas City
CP
|
$39.9M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$39.3M |
| 4 |
Deere & Co
DE
|
$30.8M |
| 5 |
Sherwin-Williams
SHW
|
$24.8M |
Sector Composition
| 1 | Industrials | 28.5% |
| 2 | Consumer Discretionary | 16.06% |
| 3 | Healthcare | 13.47% |
| 4 | Financials | 10.94% |
| 5 | Consumer Staples | 10.63% |
