We are live on ! Find out more
CIM

Chiron Investment Management Portfolio holdings

AUM $300M
1-Year Est. Return 49.09%
This Fund
S&P 500
This Quarter Est. Return
+6.88%
1 Year Est. Return
+49.09%
3 Year Est. Return
+103.9%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
-$199M
Cap. Flow
-$206M
Cap. Flow %
-57.87%
Top 10 Hldgs %
51.42%
Holding
195
New
69
Increased
13
Reduced
27
Closed
73

Top Buys

Rank Stock Value
1
B
Barrick Mining
B
+$20.6M
2
WWE
World Wrestling Entertainment
WWE
+$20.5M
3
AMZN icon
Amazon
AMZN
+$15.6M
4
CRWD icon
CrowdStrike
CRWD
+$15.1M
5
ELV icon
Elevance Health
ELV
+$12.1M

Top Sells

Rank Stock Value
1
FCX icon
Freeport-McMoran
FCX
+$31.2M
2
CAT icon
Caterpillar
CAT
+$28.1M
3
EL icon
Estee Lauder
EL
+$23M
4
MELI icon
Mercado Libre
MELI
+$19.8M
5
UBER icon
Uber
UBER
+$19.2M

Sector Composition

Rank Sector Weight
1 Communication Services 22.71%
2 Technology 20.53%
3 Healthcare 16.11%
4 Consumer Staples 13.73%
5 Materials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
101
Nucor
NUE
$62.1B
$227K 0.06%
1,384
-2,358
-63% -$344K
TCOM icon
102
Trip.com Group
TCOM
$29.1B
$213K 0.06%
+6,091
New +$212K
CME icon
103
CME Group
CME
$94.8B
$211K 0.06%
1,139
-29,680
-96% -$5.49M
ET icon
104
Energy Transfer Partners
ET
$69.3B
$208K 0.06%
16,403
+4,619
+39% +$58.5K
GNRC icon
105
Generac Holdings
GNRC
$12.5B
$175K 0.05%
+1,174
New +$134K
GIS icon
106
General Mills
GIS
$19.7B
$171K 0.05%
2,231
– –
TDC icon
107
Teradata
TDC
$2.55B
$169K 0.05%
3,155
-5,910
-65% -$267K
MO icon
108
Altria Group
MO
$114B
$168K 0.05%
3,703
– –
NVST icon
109
Envista
NVST
$4.52B
$168K 0.05%
+4,951
New +$175K
CPB icon
110
Campbell Soup
CPB
$6.87B
$161K 0.05%
3,527
– –
MKTX icon
111
MarketAxess Holdings
MKTX
$5.72B
$158K 0.04%
605
-35,528
-98% -$10.6M
MELI icon
112
Mercado Libre
MELI
$92.3B
$158K 0.04%
133
-15,712
-99% -$19.8M
PAA icon
113
Plains All American Pipeline
PAA
$16.1B
$141K 0.04%
9,994
– –
WDC icon
114
Western Digital
WDC
$150B
$137K 0.04%
+4,776
New +$133K
TECK icon
115
Teck Resources
TECK
$32.6B
$136K 0.04%
3,235
-10,274
-76% -$442K
ONON icon
116
On Holding
ONON
$12.5B
$136K 0.04%
+4,122
New +$125K
TOL icon
117
Toll Brothers
TOL
$14.5B
$122K 0.03%
1,548
– –
MPC icon
118
Marathon Petroleum
MPC
$83.7B
$111K 0.03%
949
– –
WLK icon
119
Westlake Corp
WLK
$9.9B
$81.5K 0.02%
682
– –
POST icon
120
Post Holdings
POST
$3.57B
$81K 0.02%
935
– –
K
121
DELISTED
Kellanova
K
$75.3K 0.02%
1,190
– –
GILD icon
122
Gilead Sciences
GILD
$165B
$32K 0.01%
415
– –
A icon
123
Agilent Technologies
A
$41.2B
– –
-19,386
Closed -$2.68M
ABBV icon
124
AbbVie
ABBV
$435B
– –
-223
Closed -$35.5K
ADP icon
125
Automatic Data Processing
ADP
$108B
– –
-9,222
Closed -$2.05M
3 4
5
6 7

Similar funds

WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
FWM
Fairhaven Wealth Management Oak Brook, Illinois $320M AUM 17.7% 1-Year Est. Return
CSWM
Cassady Schiller Wealth Management Cincinnati, Ohio $273M AUM 17.91% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
GWM
Gray Wealth Management Bangor, Maine $264M AUM 19.5% 1-Year Est. Return
MWS
Maxwell Wealth Strategies Pleasanton, California $245M AUM 23.39% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Chiron Investment Management's Q2 2023 Portfolio in Review

As of Q2 2023, Chiron Investment Management held 195 positions worth $357M, down 36% from $555M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Chiron Investment Management withdrew a net $206M in Q2 2023, closing 73 positions and reducing 27 holdings. Its most notable exit was Freeport-McMoran, an estimated $31.2M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 23% of assets, up from 4.4% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Chiron Investment Management opened a new position in Barrick Mining worth $19.1M.

  • Chiron Investment Management's largest Q2 2023 buy was Barrick Mining: 1,128,580 shares worth $19.1M.
  • Chiron Investment Management added most to Colgate-Palmolive in Q2 2023, an estimated $8.16M increase.
  • Chiron Investment Management's biggest Q2 2023 reduction was Mercado Libre, cutting an estimated $19.8M.
  • Chiron Investment Management fully exited Freeport-McMoran in Q2 2023, selling an estimated $31.2M.
  • Chiron Investment Management's ten largest holdings make up 51% of its $357M portfolio in Q2 2023.
  • Chiron Investment Management opened 69 new positions and closed 73 in Q2 2023.
  • Chiron Investment Management's portfolio value fell 36% quarter-over-quarter to $357M.

Based on Chiron Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.