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
$632M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$915K
3
+$789K
4
LMT icon
Lockheed Martin
LMT
+$689K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$687K

Top Sells

1
+$397K
2
+$392K
3
+$291K
4
GLD icon
SPDR Gold Trust
GLD
+$286K
5
APD icon
Air Products & Chemicals
APD
+$274K

Sector Composition

1 Industrials 19.37%
2 Consumer Staples 11.75%
3 Healthcare 10.73%
4 Financials 8.98%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.36M 1.48%
70,230
-2,054
27
$9.36M 1.48%
373,980
+20,580
28
$9.16M 1.45%
63,262
-2,745
29
$9.09M 1.44%
145,106
+663
30
$8.95M 1.42%
192,940
-360
31
$8.93M 1.41%
141,734
+1,827
32
$8.75M 1.38%
75,741
-2,250
33
$8.58M 1.36%
111,444
+411
34
$8.57M 1.36%
212,941
-6,248
35
$8.19M 1.3%
953,649
+33,075
36
$7.65M 1.21%
187,058
+9,442
37
$7.51M 1.19%
90,235
-1,350
38
$7.4M 1.17%
77,597
-3,049
39
$7.07M 1.12%
72,029
-90
40
$6.28M 0.99%
230,448
+40,888
41
$5.89M 0.93%
85,733
-3,404
42
$5.7M 0.9%
103,225
-280
43
$5.11M 0.81%
72,392
+311
44
$4.96M 0.78%
22,385
+3,110
45
$4.93M 0.78%
161,028
-4,760
46
$4.45M 0.7%
44,762
+2,057
47
$4.42M 0.7%
74,090
+8,555
48
$4.37M 0.69%
37,169
-2,433
49
$4.29M 0.68%
138,395
+6,387
50
$4.18M 0.66%
31,302
+834
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