Equal-WT
WhaleScore 2.0
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Chiron Investment Management is based out of New York. Chiron Investment Management is a large advisory firm with 2 clients and discretionary assets under management (AUM) of $765,445,258 (Form ADV from 2023-07-31). Their last reported 13F filing for Q4 2023 included $262,409,484 in managed 13F securities
and a top 10 holdings concentration of 49.63%. Chiron Investment Management's largest holding is Philip Morris International Inc with shares held of 214,549. Whalewisdom has at least 28 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
MBB iShares MBS ETF-iSha | 4.72% |
MSFT Microsoft Corp. | 4.31% |
GOLD Barrick Gold Corp | 3.41% |
NEM Newmont Mining Corp. | 3.34% |
LNG Cheniere Energy Inc | 3.22% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
PM Philip Morris Intern | 6.18% |
TKO TKO Group Holdings I | 4.99% |
CL Colgate-Palmolive Co | 4.91% |
MRK Merck & Co | 4.67% |
ABBV AbbVie Inc | 2.81% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
PM Philip Morris Intern | 7.69% |
ELV Elevance Health Inc | 7.29% |
UNH UnitedHealth Group I | 4.79% |
MBB iShares MBS ETF-iSha | 4.72% |
ADBE Adobe Systems, Inc. | 4.64% |
2023-12-31
13F Activity
Market Value | $262m, Prior: $237m |
New Purchases | 49 stocks |
Added To | 20 stocks |
Sold out of | 19 stocks |
Reduced holdings in | 14 stocks |
Top 10 Holdings % | 49.63% |
Turnover %[1] | 77.27% |
Turnover Alt %[2] | 40.6% |
Time Held Top 20 | 0.8 quarters |
Time Held Top 10 | 1 quarters |
Time Held All | 1.77 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31