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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.3%
103,278
-270
27
$11.6M 1.3%
146,528
+1,226
28
$11.6M 1.3%
166,243
-2,000
29
$10.3M 1.16%
186,441
+1,545
30
$10.2M 1.15%
52,105
+3,100
31
$10.2M 1.15%
98,067
+5,900
32
$9.87M 1.11%
63,378
-235
33
$9.69M 1.09%
170,674
-650
34
$9.65M 1.09%
32,667
+2,267
35
$9.38M 1.05%
169,154
-6,861
36
$9.35M 1.05%
212,257
-905
37
$8.91M 1%
805,188
-13,887
38
$8.59M 0.97%
71,793
-1,270
39
$8.28M 0.93%
62,023
-143
40
$8.04M 0.9%
51,435
+240
41
$7.81M 0.88%
178,129
-1,026
42
$7.7M 0.87%
152,730
-430
43
$7.48M 0.84%
92,669
+1,924
44
$6.25M 0.7%
267,620
+22,720
45
$6.11M 0.69%
31,327
-90
46
$5.75M 0.65%
18,684
-86
47
$5.54M 0.62%
92,241
-3,950
48
$5.39M 0.61%
82,580
-6,259
49
$5.35M 0.6%
69,264
-2,907
50
$5.31M 0.6%
108,613
-1,620
1
2
3 4 5