CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$6.93M
2 +$4.31M
3 +$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1 +$5.4M
2 +$848K
3 +$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,570
227
$0 ﹤0.01%
25,000