CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+9.36%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.81B
AUM Growth
+$1.81B
(+8.2%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
39.21%
Holding
249
New
6
Increased
44
Reduced
65
Closed
1
Top Buys
| 1 |
Walmart
WMT
|
$2.85M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.52M |
| 3 |
Intuitive Surgical
ISRG
|
$2.42M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$608K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$578K |
Top Sells
| 1 |
Philip Morris
PM
|
$1.12M |
| 2 |
RTX Corp
RTX
|
$706K |
| 3 |
Air Products & Chemicals
APD
|
$503K |
| 4 |
United Parcel Service
UPS
|
$501K |
| 5 |
Diageo
DEO
|
$461K |
Sector Composition
| 1 | Technology | 17.7% |
| 2 | Financials | 16.75% |
| 3 | Industrials | 15.34% |
| 4 | Consumer Staples | 9.42% |
| 5 | Healthcare | 8.44% |
