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
$623M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.52M
3
+$1.28M
4
KMI icon
Kinder Morgan
KMI
+$1.24M
5
FCX icon
Freeport-McMoran
FCX
+$1.14M

Top Sells

1
+$595K
2
+$213K
3
+$205K
4
MMM icon
3M
MMM
+$196K
5
CAT icon
Caterpillar
CAT
+$192K

Sector Composition

1 Industrials 19.08%
2 Healthcare 11.52%
3 Consumer Staples 10.52%
4 Financials 8.9%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.24M 1.48%
117,614
-58
27
$9.21M 1.48%
89,500
+350
28
$9.02M 1.45%
288,484
-148
29
$8.95M 1.44%
102,043
-1,698
30
$8.83M 1.42%
440,639
+20,962
31
$8.37M 1.34%
79,693
-999
32
$8.34M 1.34%
98,915
-1,280
33
$8.15M 1.31%
201,100
34
$8.06M 1.29%
81,963
-1,075
35
$7.93M 1.27%
91,359
36
$7.88M 1.26%
161,950
-21
37
$7.83M 1.26%
310,881
+14,581
38
$7.38M 1.18%
147,493
-1,000
39
$7.1M 1.14%
164,617
-1,800
40
$6.44M 1.03%
177,983
-931
41
$5.39M 0.87%
71,605
-2,000
42
$5.33M 0.85%
76,830
-549
43
$5.12M 0.82%
164,720
+4,952
44
$5.06M 0.81%
44,547
+100
45
$4.93M 0.79%
117,188
+29,588
46
$4.89M 0.78%
92,630
-143
47
$4.78M 0.77%
209,015
-1,467
48
$4.7M 0.75%
142,459
+618
49
$4.45M 0.71%
109,488
-1,000
50
$4.38M 0.7%
132,150
-470
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