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
$505M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$901K
3
+$803K
4
DE icon
Deere & Co
DE
+$489K
5
CVX icon
Chevron
CVX
+$477K

Top Sells

1
+$720K
2
+$612K
3
+$506K
4
VMC icon
Vulcan Materials
VMC
+$488K
5
ESRX
Express Scripts Holding Company
ESRX
+$446K

Sector Composition

1 Industrials 18.09%
2 Healthcare 11.26%
3 Consumer Staples 10.75%
4 Energy 10.09%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.14M 1.41%
55,712
-2,433
27
$7.12M 1.41%
421,800
+47,600
28
$6.85M 1.36%
84,120
+6,010
29
$6.69M 1.33%
77,246
+1,625
30
$6.49M 1.29%
283,106
+6,100
31
$6.43M 1.27%
104,026
-7,212
32
$6.36M 1.26%
185,815
-4,583
33
$5.9M 1.17%
687,222
+25,125
34
$5.87M 1.16%
113,226
-9,424
35
$5.75M 1.14%
287,550
+8,100
36
$5.72M 1.13%
58,042
+270
37
$5.64M 1.12%
223,202
+2,600
38
$5.2M 1.03%
87,724
-50
39
$5.14M 1.02%
110,235
-10,834
40
$5.12M 1.02%
66,225
+3,175
41
$4.75M 0.94%
143,313
+13,575
42
$4.64M 0.92%
210,325
+13,075
43
$4.32M 0.86%
99,482
-6,819
44
$4.27M 0.85%
149,105
-6,704
45
$4.08M 0.81%
149,675
-18
46
$3.8M 0.75%
114,135
-3,850
47
$3.5M 0.69%
103,845
+26,700
48
$3.4M 0.67%
227,013
49
$3.24M 0.64%
97,921
-4,415
50
$2.94M 0.58%
36,891
+516
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