CIC
Chilton Investment Company Portfolio holdings
AUM
$4.5B
1-Year Return
26.04%
This Quarter Return
-0.32%
1 Year Return
+26.04%
3 Year Return
+78.02%
5 Year Return
+132.72%
10 Year Return
+346.15%
AUM
$3.89B
AUM Growth
+$73.7M
(+1.9%)
Cap. Flow
+$107M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
57.99%
Holding
213
New
21
Increased
69
Reduced
58
Closed
24
Top Buys
| 1 |
Brown & Brown
BRO
|
$27.7M |
| 2 |
CDW
CDW
|
$26.4M |
| 3 |
Chubb
CB
|
$17.7M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$16.2M |
| 5 |
Kroger
KR
|
$11.2M |
Top Sells
| 1 |
Old Dominion Freight Line
ODFL
|
$10.5M |
| 2 |
Martin Marietta Materials
MLM
|
$9.82M |
| 3 |
Etsy
ETSY
|
$7.39M |
| 4 |
Vistra
VST
|
$6.37M |
| 5 |
Champion Homes, Inc.
SKY
|
$5.92M |
Sector Composition
| 1 | Financials | 25.3% |
| 2 | Industrials | 17.61% |
| 3 | Technology | 17.54% |
| 4 | Consumer Discretionary | 11.7% |
| 5 | Consumer Staples | 10.49% |
