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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
ELV icon
1
Elevance Health
ELV
$81.6B
$15.2M 6.61%
29,393
-11,176
-28% -$5.56M
AMZN icon
2
Amazon
AMZN
$2.53T
$13.6M 5.88%
75,190
+56,804
+309% +$9.48M
MSFT icon
3
Microsoft
MSFT
$3.35T
$13.2M 5.74%
31,489
+1,401
+5% +$567K
ISRG icon
4
Intuitive Surgical
ISRG
$126B
$9.93M 4.31%
+24,892
New +$9.41M
NVDA icon
5
NVIDIA
NVDA
$4.72T
$9.7M 4.21%
107,360
-37,380
-26% -$2.71M
NOW icon
6
ServiceNow
NOW
$114B
$8.56M 3.71%
56,155
+4,595
+9% +$696K
META icon
7
Meta Platforms (Facebook)
META
$1.37T
$7.98M 3.46%
16,443
-13,217
-45% -$5.9M
MELI icon
8
Mercado Libre
MELI
$95.6B
$7.67M 3.33%
5,076
+3,824
+305% +$6.26M
ET icon
9
Energy Transfer Partners
ET
$69.6B
$7.28M 3.16%
462,817
+199
+0% +$2.9K
AVGO icon
10
Broadcom
AVGO
$1.85T
$7.19M 3.12%
54,240
-28,310
-34% -$3.51M
JPM icon
11
JPMorgan Chase
JPM
$933B
$7.14M 3.1%
+35,661
New +$6.43M
IBM icon
12
IBM
IBM
$209B
$7.11M 3.08%
37,225
-7,866
-17% -$1.43M
FCX icon
13
Freeport-McMoran
FCX
$91.2B
$6.82M 2.96%
145,149
+128,531
+773% +$5.19M
MSCI icon
14
MSCI
MSCI
$41.9B
$6.6M 2.86%
+11,783
New +$6.62M
MA icon
15
Mastercard
MA
$510B
$6.31M 2.73%
13,099
+5,280
+68% +$2.41M
TSM icon
16
TSMC
TSM
$2.09T
$6.06M 2.63%
44,573
+42,121
+1,718% +$5.23M
STZ icon
17
Constellation Brands
STZ
$22.3B
$5.95M 2.58%
21,899
+9,711
+80% +$2.46M
CRM icon
18
Salesforce
CRM
$148B
$5.71M 2.47%
+18,945
New +$5.47M
B
19
Barrick Mining
B
$63.2B
$5.66M 2.46%
340,345
-291,963
-46% -$4.57M
NEM icon
20
Newmont
NEM
$101B
$5.55M 2.4%
154,772
-118,648
-43% -$4.09M
MET icon
21
MetLife
MET
$62.5B
$5.13M 2.22%
+69,199
New +$4.82M
MDT icon
22
Medtronic
MDT
$110B
$5.11M 2.22%
+58,686
New +$5.01M
AMGN icon
23
Amgen
AMGN
$209B
$4.55M 1.97%
+16,009
New +$4.68M
LNG icon
24
Cheniere Energy
LNG
$54.1B
$4.42M 1.92%
27,434
-24,339
-47% -$3.91M
PDD icon
25
Pinduoduo
PDD
$124B
$4.37M 1.9%
37,599
+36,840
+4,854% +$4.83M
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.