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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.53%
160,721
+3,540
27
$10.5M 1.48%
863,573
-35,513
28
$10.4M 1.46%
65,304
-704
29
$10.3M 1.46%
133,294
-1,032
30
$10.3M 1.46%
87,747
+2,726
31
$10.1M 1.42%
399,575
-5,680
32
$9.79M 1.38%
195,362
-9,575
33
$9.45M 1.33%
65,717
-5,675
34
$9.43M 1.33%
109,070
-1,072
35
$9.38M 1.32%
75,288
+560
36
$9.09M 1.28%
109,881
+261
37
$8.51M 1.2%
136,995
+35,840
38
$7.97M 1.12%
275,200
+6,452
39
$7.68M 1.08%
199,799
-1,300
40
$7.67M 1.08%
83,829
-300
41
$7.56M 1.07%
45,275
+20,300
42
$7.54M 1.06%
181,830
-10,460
43
$7.27M 1.02%
154,540
+56,420
44
$6.54M 0.92%
159,288
-1,800
45
$6.09M 0.86%
24,380
-270
46
$5.4M 0.76%
78,499
-5,185
47
$5.28M 0.75%
110,217
+3,012
48
$4.78M 0.67%
86,008
+3,400
49
$4.71M 0.66%
45,150
+162
50
$4.6M 0.65%
70,299
-1,334
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