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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$2.01M
3 +$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1 +$586K
2 +$500K
3 +$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$227K 0.02%
+929
227
$227K 0.02%
1,475
228
$227K 0.02%
1,816
-6
229
$214K 0.01%
+6,300
230
$213K 0.01%
4,553
231
$211K 0.01%
9,100
232
$210K 0.01%
3,107
233
$209K 0.01%
3,800
234
$208K 0.01%
1,558
235
$206K 0.01%
5,644
236
$206K 0.01%
+1,961
237
$174K 0.01%
16,500
238
$149K 0.01%
18,123
239
$38K ﹤0.01%
1,596
240
$36K ﹤0.01%
13,400
241
$14K ﹤0.01%
30,000
242
-2,418
243
-3,100
244
-2,254
245
-5,224
246
-5,521