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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
EVRI
101
DELISTED
Everi Holdings
EVRI
$57.2K 0.02%
5,694
+2,455
+76% +$25.4K
EXTR icon
102
Extreme Networks
EXTR
$3.09B
$43.2K 0.02%
3,741
+1,613
+76% +$22K
CRWD icon
103
CrowdStrike
CRWD
$229B
$27.3K 0.01%
340
-96,032
-100% -$7.35M
ABT icon
104
Abbott
ABT
$188B
– –
-78,068
Closed -$8.59M
ADBE icon
105
Adobe
ADBE
$109B
– –
-20,416
Closed -$12.2M
AGNC icon
106
AGNC Investment
AGNC
$12.8B
– –
-27,986
Closed -$275K
ARLP icon
107
Alliance Resource Partners
ARLP
$3.19B
– –
-22,686
Closed -$480K
AXP icon
108
American Express
AXP
$229B
– –
-2,990
Closed -$560K
BABA icon
109
Alibaba
BABA
$317B
– –
-3,673
Closed -$285K
CMCSA icon
110
Comcast
CMCSA
$89.5B
– –
-95,278
Closed -$4.18M
EPD icon
111
Enterprise Products Partners
EPD
$82.2B
– –
-12,048
Closed -$317K
IRWD icon
112
Ironwood Pharmaceuticals
IRWD
$668M
– –
-3,442
Closed -$39.4K
LEU icon
113
Centrus Energy
LEU
$3.78B
– –
-4,884
Closed -$266K
LMT icon
114
Lockheed Martin
LMT
$139B
– –
-16,530
Closed -$7.49M
LRCX icon
115
Lam Research
LRCX
$383B
– –
-3,750
Closed -$294K
MBB icon
116
iShares MBS ETF
MBB
$38.9B
– –
-131,599
Closed -$12.4M
MCD icon
117
McDonald's
MCD
$194B
– –
-10,234
Closed -$3.03M
MPLX icon
118
MPLX
MPLX
$59.5B
– –
-12,582
Closed -$462K
NUE icon
119
Nucor
NUE
$62.5B
– –
-3,066
Closed -$534K
OXY icon
120
Occidental Petroleum
OXY
$58.6B
– –
-4,590
Closed -$274K
PENN icon
121
PENN Entertainment
PENN
$2.52B
– –
-22,667
Closed -$590K
RACE icon
122
Ferrari
RACE
$71.4B
– –
-9,360
Closed -$3.17M
ROP icon
123
Roper Technologies
ROP
$39.9B
– –
-11,631
Closed -$6.34M
SNPS icon
124
Synopsys
SNPS
$78.8B
– –
-12,131
Closed -$6.25M
TOL icon
125
Toll Brothers
TOL
$14B
– –
-851
Closed -$87.5K
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.