CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
-3.28%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.54B
AUM Growth
-$57.6M
(-3.6%)
Cap. Flow
+$6.17M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
38.9%
Holding
241
New
5
Increased
53
Reduced
73
Closed
9
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$5.09M |
| 2 |
Aflac
AFL
|
$1.51M |
| 3 |
Vulcan Materials
VMC
|
$1.18M |
| 4 |
NVIDIA
NVDA
|
$1.11M |
| 5 |
Oracle
ORCL
|
$482K |
Top Sells
| 1 |
Verizon
VZ
|
$455K |
| 2 |
Eli Lilly
LLY
|
$424K |
| 3 |
Canadian Pacific Kansas City
CP
|
$423K |
| 4 |
Fidelity National Information Services
FIS
|
$282K |
| 5 |
Microsoft
MSFT
|
$277K |
Sector Composition
| 1 | Technology | 17.34% |
| 2 | Financials | 16.06% |
| 3 | Industrials | 15.37% |
| 4 | Consumer Staples | 10.01% |
| 5 | Healthcare | 8.68% |
