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
$1.79B
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.92M
3 +$1.42M
4
AVGO icon
Broadcom
AVGO
+$1M
5
SOLV icon
Solventum
SOLV
+$539K

Top Sells

1 +$16M
2 +$4.27M
3 +$1.41M
4
MMM icon
3M
MMM
+$1.38M
5
BA icon
Boeing
BA
+$869K

Sector Composition

1 Technology 18.72%
2 Financials 16.47%
3 Industrials 14.52%
4 Consumer Staples 9.94%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBA
251
DELISTED
Walgreens Boots Alliance
WBA
-12,099
PXD
252
DELISTED
Pioneer Natural Resource Co.
PXD
-5,365
LMDX
253
DELISTED
LumiraDx Limited Common Shares
LMDX
-30,000