CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+0.8%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.79B
AUM Growth
+$1.79B
(-0.81%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
39.68%
Holding
253
New
5
Increased
35
Reduced
80
Closed
11
Top Buys
| 1 |
FRP Holdings
FRPH
|
$27.6M |
| 2 |
Amazon
AMZN
|
$14.3M |
| 3 |
NVIDIA
NVDA
|
$8.91M |
| 4 |
Intuitive Surgical
ISRG
|
$5.92M |
| 5 |
Exxon Mobil
XOM
|
$1.42M |
Top Sells
| 1 |
Intel
INTC
|
$16M |
| 2 |
Vulcan Materials
VMC
|
$4.27M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.41M |
| 4 |
Boeing
BA
|
$869K |
| 5 |
Johnson & Johnson
JNJ
|
$784K |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Financials | 16.47% |
| 3 | Industrials | 14.52% |
| 4 | Consumer Staples | 9.94% |
| 5 | Healthcare | 8.52% |