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CIM

Chiron Investment Management Portfolio holdings

AUM $300M
1-Year Est. Return 49.09%
This Fund
S&P 500
This Quarter Est. Return
-2.61%
1 Year Est. Return
+49.09%
3 Year Est. Return
+103.9%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$120M
Cap. Flow
-$111M
Cap. Flow %
-47.03%
Top 10 Hldgs %
55.72%
Holding
148
New
26
Increased
11
Reduced
10
Closed
90

Top Buys

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$13M
2
UNH icon
UnitedHealth
UNH
+$11.7M
3
MCD icon
McDonald's
MCD
+$10.1M
4
IBM icon
IBM
IBM
+$9.99M
5
AVGO icon
Broadcom
AVGO
+$8.55M

Top Sells

Rank Stock Value
1
WWE
World Wrestling Entertainment
WWE
+$21.5M
2
FWONK icon
Liberty Media Series C
FWONK
+$19.5M
3
AMZN icon
Amazon
AMZN
+$17.8M
4
B
Barrick Mining
B
+$16M
5
NEM icon
Newmont
NEM
+$15.1M

Sector Composition

Rank Sector Weight
1 Technology 23.88%
2 Healthcare 22.84%
3 Consumer Staples 21.63%
4 Communication Services 11.95%
5 Energy 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPB icon
51
Campbell Soup
CPB
$6.75B
$145K 0.06%
3,527
– –
MPC icon
52
Marathon Petroleum
MPC
$88B
$144K 0.06%
949
– –
GIS icon
53
General Mills
GIS
$19.9B
$143K 0.06%
2,231
– –
ARLP icon
54
Alliance Resource Partners
ARLP
$3.19B
$128K 0.05%
+5,681
New +$113K
PSX icon
55
Phillips 66
PSX
$84.9B
$123K 0.05%
+1,026
New +$115K
TOL icon
56
Toll Brothers
TOL
$14B
$114K 0.05%
1,548
– –
POST icon
57
Post Holdings
POST
$3.48B
$80.2K 0.03%
935
– –
K
58
DELISTED
Kellanova
K
$66.5K 0.03%
1,190
– –
AAPL icon
59
Apple
AAPL
$4.46T
– –
-5,895
Closed -$1.14M
AEE icon
60
Ameren
AEE
$29.7B
– –
-7,308
Closed -$597K
AEP icon
61
American Electric Power
AEP
$66.9B
– –
-7,115
Closed -$599K
AES icon
62
AES
AES
$10.5B
– –
-28,845
Closed -$598K
AMAT icon
63
Applied Materials
AMAT
$421B
– –
-57,682
Closed -$8.34M
AMZN icon
64
Amazon
AMZN
$2.99T
– –
-136,617
Closed -$17.8M
ASML icon
65
ASML
ASML
$671B
– –
-11,042
Closed -$8M
ATO icon
66
Atmos Energy
ATO
$28.3B
– –
-5,777
Closed -$672K
BA icon
67
Boeing
BA
$186B
– –
-50,573
Closed -$10.7M
BKNG icon
68
Booking.com
BKNG
$158B
– –
-36,700
Closed -$3.96M
BKR icon
69
Baker Hughes
BKR
$63.3B
– –
-10,354
Closed -$327K
BOOT icon
70
Boot Barn
BOOT
$5.16B
– –
-5,646
Closed -$478K
CACI icon
71
CACI
CACI
$14.3B
– –
-878
Closed -$299K
CHD icon
72
Church & Dwight Co
CHD
$24.6B
– –
-2,577
Closed -$258K
CMS icon
73
CMS Energy
CMS
$21.8B
– –
-10,637
Closed -$625K
CNP icon
74
CenterPoint Energy
CNP
$26.5B
– –
-21,629
Closed -$630K
CRM icon
75
Salesforce
CRM
$161B
– –
-33,115
Closed -$7M
1 2
3
4 5

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FWM
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Chiron Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, Chiron Investment Management held 148 positions worth $237M, down 34% from $357M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Chiron Investment Management withdrew a net $111M in Q3 2023, closing 90 positions and reducing 10 holdings. Its most notable exit was World Wrestling Entertainment, an estimated $21.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Healthcare and Consumer Staples.

Against the trend, Chiron Investment Management opened a new position in TKO Group worth $11.8M.

  • Chiron Investment Management's largest Q3 2023 buy was TKO Group: 140,516 shares worth $11.8M.
  • Chiron Investment Management added most to Merck in Q3 2023, an estimated $7.94M increase.
  • Chiron Investment Management's biggest Q3 2023 reduction was Barrick Mining, cutting an estimated $16M.
  • Chiron Investment Management fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $21.5M.
  • Chiron Investment Management's ten largest holdings make up 56% of its $237M portfolio in Q3 2023.
  • Chiron Investment Management opened 26 new positions and closed 90 in Q3 2023.
  • Chiron Investment Management's portfolio value fell 34% quarter-over-quarter to $237M.

Based on Chiron Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.