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
$620M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.08M
3
+$968K
4
MET.PRA icon
MetLife Inc Floating Rate Series A
MET.PRA
+$898K
5
VZ icon
Verizon
VZ
+$809K

Top Sells

1
+$3.76M
2
+$568K
3
+$422K
4
EMR icon
Emerson Electric
EMR
+$401K
5
IBM icon
IBM
IBM
+$385K

Sector Composition

1 Industrials 19.1%
2 Healthcare 11.26%
3 Consumer Staples 10.91%
4 Energy 9.19%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.49M 1.53%
83,038
-1,050
27
$9.18M 1.48%
103,741
-1,017
28
$9.05M 1.46%
80,692
+8,626
29
$8.49M 1.37%
201,100
-1,650
30
$8.44M 1.36%
117,672
-2,800
31
$7.95M 1.28%
419,677
+42,143
32
$7.75M 1.25%
50,540
-2,510
33
$7.74M 1.25%
91,359
-4,480
34
$7.71M 1.24%
59,320
-1,325
35
$7.58M 1.22%
161,971
+17,287
36
$7.48M 1.21%
166,417
-3,800
37
$7.42M 1.2%
296,300
+11,625
38
$7.32M 1.18%
148,493
+1,000
39
$6.59M 1.06%
100,195
-4,814
40
$6.5M 1.05%
178,914
-300
41
$6M 0.97%
73,605
-2,675
42
$5.35M 0.86%
77,379
-1,700
43
$5.13M 0.83%
110,488
-250
44
$5.05M 0.81%
44,447
-1,645
45
$4.76M 0.77%
132,620
-2,719
46
$4.7M 0.76%
92,773
-3,247
47
$4.67M 0.75%
210,482
-15,395
48
$4.41M 0.71%
159,768
+15,492
49
$4.19M 0.68%
141,841
-1,014
50
$4.02M 0.65%
103,270
-1,100
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