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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
SKT icon
76
Tanger
SKT
$4.44B
$86.6K 0.04%
+2,931
New +$82.1K
WMS icon
77
Advanced Drainage Systems
WMS
$10.7B
$85.3K 0.04%
495
+213
+76% +$32.1K
PEB icon
78
Pebblebrook Hotel Trust
PEB
$2B
$85.1K 0.04%
+5,522
New +$87K
CNR
79
Core Natural Resources Inc
CNR
$4.67B
$84.1K 0.04%
1,004
+696
+226% +$62.1K
CSL icon
80
Carlisle Companies
CSL
$15.3B
$83.9K 0.04%
214
+92
+75% +$31.2K
Z icon
81
Zillow
Z
$7.59B
$76.6K 0.03%
+1,570
New +$85.5K
EQT icon
82
EQT Corp
EQT
$33.8B
$75.9K 0.03%
2,047
+1,182
+137% +$42.3K
SSD icon
83
Simpson Manufacturing
SSD
$8.03B
$73.5K 0.03%
358
+154
+75% +$29.8K
MGY icon
84
Magnolia Oil & Gas
MGY
$6.16B
$72K 0.03%
2,776
+1,197
+76% +$26.3K
NTAP icon
85
NetApp
NTAP
$39B
$70.6K 0.03%
673
+290
+76% +$26.9K
HP icon
86
Helmerich & Payne
HP
$4.18B
$70.4K 0.03%
1,673
+721
+76% +$27.3K
HESM icon
87
Hess Midstream
HESM
$5.21B
$67.9K 0.03%
1,879
-7,758
-81% -$262K
SWKS icon
88
Skyworks Solutions
SWKS
$10.4B
$67.7K 0.03%
625
+269
+76% +$28.2K
MRO
89
DELISTED
Marathon Oil Corporation
MRO
$67.3K 0.03%
2,376
+1,024
+76% +$24.7K
EXE
90
Expand Energy Corp
EXE
$22.6B
$67.2K 0.03%
757
+326
+76% +$26.2K
CF icon
91
CF Industries
CF
$18.4B
$67K 0.03%
805
+347
+76% +$27.7K
PINC
92
DELISTED
Premier
PINC
$65.4K 0.03%
2,960
+1,276
+76% +$27.6K
HRB icon
93
H&R Block
HRB
$5.82B
$65.2K 0.03%
1,327
+572
+76% +$27.2K
EVTC icon
94
Evertec
EVTC
$1.77B
$65.2K 0.03%
1,633
+704
+76% +$27.8K
CRC icon
95
California Resources
CRC
$4.77B
$64.9K 0.03%
1,177
+507
+76% +$26.5K
CTRA
96
DELISTED
Coterra Energy
CTRA
$64.7K 0.03%
2,320
+1,000
+76% +$25.6K
AM icon
97
Antero Midstream
AM
$10.4B
$64.5K 0.03%
4,590
+1,979
+76% +$25.3K
MUR icon
98
Murphy Oil
MUR
$5.09B
$63.8K 0.03%
1,397
+602
+76% +$24.3K
MSM icon
99
MSC Industrial Direct
MSM
$6.87B
$60.4K 0.03%
622
+268
+76% +$26.3K
CORT icon
100
Corcept Therapeutics
CORT
$12.3B
$60K 0.03%
2,380
+1,026
+76% +$24.2K
2 3
4
5 6

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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.