Equal-WT
WhaleScore 2.0
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Chiron Capital Management is based out of Tallahassee. Chiron Capital Management is a large advisory firm with 858 clients and discretionary assets under management (AUM) of $223,711,231 (Form ADV from 2024-08-02). Their last reported 13F filing for Q2 2024 included $104,749,679 in managed 13F securities
and a top 10 holdings concentration of 42.17%. Chiron Capital Management's largest holding is Bristol-Myers Squibb Co with shares held of 452,384. Whalewisdom has at least 16 13F filings
Business Description
Chiron Capital Management, LLC ("Chiron") provides both discretionary and non-discretionary investment management and advisory services. Before any advisory services are rendered, clients are required to sign a written agreement outlining the terms and conditions of the advisory relationship.
Chiron tailors its advisory services to meet individual client needs and ensures portfolios are managed in a way that aligns with those needs and objectives. The firm regularly consults with clients to assess their risk tolerance, time horizon, liquidity constraints, and other relevant factors. Clients are encouraged to inform Chiron of any changes in their financial situation or if they wish to impose limitations on portfolio management.
Investment Strategy
Chiron Capital Management utilizes two primary methods of analysis when structuring client portfolios: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial health and competitive position of a company, considering factors such as earnings, management capabilities, and market position. Technical analysis, on the other hand, analyzes past market data to identify patterns and trends, often based on investor sentiment rather than company fundamentals.
To implement its recommendations, Chiron Capital Management primarily allocates client assets among various individual equity and debt securities, fixed income, mutual funds, and exchange-traded funds (ETFs) in accordance with their stated investment objectives. While the firm primarily focuses on these asset classes, it may also utilize other investment strategies on a more limited basis.
Owners
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Known Email Addresses
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Other Contact Information
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2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| SBUX Starbucks Corp. | 1.51% |
| MCD McDonalds Corp. | 1.26% |
| GILD Gilead Sciences Inc. | 1.14% |
| NKE NIKE Inc. | 1.04% |
| CCI Crown Castle Interna | 0.81% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| DIS Walt Disney Co. (The | 0.86% |
| MMM 3M Co. (Minnesota Mi | 0.8% |
| NEE NextEra Energy Inc. | 0.57% |
| FIS Fidelity National In | 0.55% |
| VZ Verizon Communicatio | 0.55% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| BMY Bristol-Myers Squibb | 17.94% |
| XBI SPDR Biotech ETF | 8.09% |
| GILD Gilead Sciences Inc. | 2.44% |
| CVS CVS Health Corp. (Me | 2.35% |
| NKE NIKE Inc. | 2.02% |
2024-06-30
13F Activity
| Market Value | $105m, Prior: $110m |
| Inflows (Outflows) as % of Total MV | +3.1738% |
| New Purchases | 13 stocks |
| Added To | 33 stocks |
| Sold out of | 8 stocks |
| Reduced holdings in | 50 stocks |
| Top 10 Holdings % | 42.17% |
| Turnover %[1] | 17.36% |
| Turnover Alt %[2] | 11.09% |
| Time Held Top 20 | 4.45 quarters |
| Time Held Top 10 | 4.5 quarters |
| Time Held All | 8.18 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
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2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30