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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
+14.41%
1 Year Est. Return
+49.09%
3 Year Est. Return
+103.9%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
-$31.8M
Cap. Flow
-$53.2M
Cap. Flow %
-23.07%
Top 10 Hldgs %
43.52%
Holding
129
New
41
Increased
45
Reduced
17
Closed
26

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$9.48M
2
ISRG icon
Intuitive Surgical
ISRG
+$9.41M
3
MSCI icon
MSCI
MSCI
+$6.62M
4
JPM icon
JPMorgan Chase
JPM
+$6.43M
5
MELI icon
Mercado Libre
MELI
+$6.26M

Top Sells

Rank Stock Value
1
PM icon
Philip Morris
PM
+$15.7M
2
UNH icon
UnitedHealth
UNH
+$12.6M
3
MBB icon
iShares MBS ETF
MBB
+$12.4M
4
ADBE icon
Adobe
ADBE
+$12.2M
5
ABT icon
Abbott
ABT
+$8.59M

Sector Composition

Rank Sector Weight
1 Technology 29.23%
2 Healthcare 15.58%
3 Financials 14.84%
4 Consumer Discretionary 11.83%
5 Materials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
51
Marathon Petroleum
MPC
$89.6B
$360K 0.16%
1,788
-1,950
-52% -$333K
AMD icon
52
Advanced Micro Devices
AMD
$772B
$300K 0.13%
+1,660
New +$290K
COP icon
53
ConocoPhillips
COP
$148B
$299K 0.13%
+2,346
New +$268K
ADSK icon
54
Autodesk
ADSK
$54B
$293K 0.13%
+1,126
New +$285K
MNST icon
55
Monster Beverage
MNST
$89.4B
$290K 0.13%
+4,900
New +$282K
ENPH icon
56
Enphase Energy
ENPH
$5.43B
$287K 0.12%
+2,370
New +$277K
EQH icon
57
Equitable Holdings
EQH
$14.4B
$158K 0.07%
+4,154
New +$141K
KBR icon
58
KBR
KBR
$4.82B
$153K 0.07%
+2,406
New +$137K
DE icon
59
Deere & Co
DE
$164B
$150K 0.07%
+366
New +$140K
DFTX
60
Definium Therapeutics
DFTX
$5.95B
$150K 0.06%
+15,932
New +$90.8K
VST icon
61
Vistra
VST
$48.5B
$148K 0.06%
2,131
-5,199
-71% -$257K
DLR icon
62
Digital Realty Trust
DLR
$70.8B
$136K 0.06%
+947
New +$134K
STRL icon
63
Sterling Infrastructure
STRL
$16.4B
$104K 0.05%
945
+407
+76% +$37K
SMG icon
64
ScottsMiracle-Gro
SMG
$3.61B
$96.2K 0.04%
+1,290
New +$80.1K
PK icon
65
Park Hotels & Resorts
PK
$2.91B
$94.4K 0.04%
+5,396
New +$87.5K
ALSN icon
66
Allison Transmission
ALSN
$10.2B
$91.7K 0.04%
1,130
+487
+76% +$32.8K
SITC icon
67
SITE Centers
SITC
$159M
$90.6K 0.04%
+7,928
New +$85.7K
DRH icon
68
Diamondrock Hospitality Co
DRH
$2.48B
$90K 0.04%
+9,369
New +$87.7K
MAC icon
69
Macerich
MAC
$6.89B
$89.8K 0.04%
+5,211
New +$85K
BRX icon
70
Brixmor Property Group
BRX
$9.15B
$87.9K 0.04%
+3,747
New +$85K
UE icon
71
Urban Edge Properties
UE
$2.74B
$87.2K 0.04%
+5,050
New +$87.4K
HST icon
72
Host Hotels & Resorts
HST
$15.5B
$87.1K 0.04%
+4,214
New +$84.7K
SHO icon
73
Sunstone Hotel Investors
SHO
$2.01B
$87.1K 0.04%
+7,821
New +$85.4K
WSR
74
DELISTED
Whitestone REIT
WSR
$86.9K 0.04%
+6,925
New +$85.6K
IBKR icon
75
Interactive Brokers
IBKR
$41.2B
$86.8K 0.04%
3,108
+1,340
+76% +$33.4K
1 2
3
4 5

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Chiron Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Chiron Investment Management held 129 positions worth $231M, down 12% from $262M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chiron Investment Management withdrew a net $53.2M in Q1 2024, closing 26 positions and reducing 17 holdings. Its most notable exit was UnitedHealth, an estimated $12.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Chiron Investment Management opened a new position in Intuitive Surgical worth $9.93M.

  • Chiron Investment Management's largest Q1 2024 buy was Intuitive Surgical: 24,892 shares worth $9.93M.
  • Chiron Investment Management added most to Amazon in Q1 2024, an estimated $9.48M increase.
  • Chiron Investment Management's biggest Q1 2024 reduction was Philip Morris, cutting an estimated $15.7M.
  • Chiron Investment Management fully exited UnitedHealth in Q1 2024, selling an estimated $12.6M.
  • Chiron Investment Management's ten largest holdings make up 44% of its $231M portfolio in Q1 2024.
  • Chiron Investment Management opened 41 new positions and closed 26 in Q1 2024.
  • Chiron Investment Management's portfolio value fell 12% quarter-over-quarter to $231M.

Based on Chiron Investment Management's 13F filing for Q1 2024, filed 13 May 2024.