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
$1.67B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.32M
3
+$1.21M
4
T icon
AT&T
T
+$1.09M
5
HON icon
Honeywell
HON
+$745K

Top Sells

1
+$3.02M
2
+$1.63M
3
+$1.5M
4
VZ icon
Verizon
VZ
+$1.28M
5
MA icon
Mastercard
MA
+$1.21M

Sector Composition

1 Technology 18.25%
2 Financials 15.82%
3 Industrials 15.25%
4 Consumer Staples 9.61%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.01%
+2,470
227
$227K 0.01%
+1,181
228
$224K 0.01%
+270
229
$222K 0.01%
+2,818
230
$221K 0.01%
+2,117
231
$220K 0.01%
+4,274
232
$216K 0.01%
4,465
233
$214K 0.01%
+1,833
234
$213K 0.01%
+1,445
235
$212K 0.01%
+2,575
236
$212K 0.01%
+5,000
237
$208K 0.01%
+5,521
238
$202K 0.01%
+2,595
239
$201K 0.01%
+977
240
$114K 0.01%
11,050
241
$89K 0.01%
18,123
242
$17K ﹤0.01%
1,596
243
$2K ﹤0.01%
30,000
244
– –
-8,154
245
– –
-24,285
246
– –
-5,375
247
– –
-1,000
248
– –
-369,847
249
– –
-1,739
250
– –
-3,515
6 7 8 9
10