CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+2.58%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.5B
AUM Growth
+$1.5B
(+2.2%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
246
New
6
Increased
88
Reduced
54
Closed
5
Top Buys
| 1 |
Packaging Corp of America
PKG
|
$4.44M |
| 2 |
Apple
AAPL
|
$2.01M |
| 3 |
AbbVie
ABBV
|
$1.68M |
| 4 |
Microsoft
MSFT
|
$1.57M |
| 5 |
Bank of America
BAC
|
$1.16M |
Top Sells
| 1 |
PayPal
PYPL
|
$586K |
| 2 |
Intel
INTC
|
$500K |
| 3 |
Costco
COST
|
$348K |
| 4 |
Norfolk Southern
NSC
|
$296K |
| 5 |
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% |
