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
$963M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.61M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$1.42M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.38M

Top Sells

1
+$2.05M
2
+$800K
3
+$605K
4
CL icon
Colgate-Palmolive
CL
+$527K
5
WFC icon
Wells Fargo
WFC
+$515K

Sector Composition

1 Industrials 23.02%
2 Financials 13.68%
3 Technology 9.51%
4 Healthcare 8.44%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.34%
166,855
+612
27
$12.5M 1.3%
110,642
+12,575
28
$12.3M 1.27%
100,384
+2,936
29
$11.9M 1.23%
148,197
+1,669
30
$11.6M 1.2%
102,570
-708
31
$11.5M 1.19%
185,246
-1,195
32
$11.3M 1.17%
32,605
-62
33
$10.9M 1.14%
212,157
-100
34
$10.6M 1.1%
63,528
+150
35
$10.4M 1.08%
172,174
+1,500
36
$9.4M 0.98%
72,693
+900
37
$8.8M 0.91%
60,897
-1,126
38
$8.38M 0.87%
159,354
-9,800
39
$8.14M 0.85%
176,329
-1,800
40
$7.88M 0.82%
309,850
+181,100
41
$7.78M 0.81%
95,369
+2,700
42
$7.64M 0.79%
51,935
+500
43
$7.45M 0.77%
153,410
+680
44
$7.11M 0.74%
80,914
+21,125
45
$6.84M 0.71%
739,738
-65,450
46
$6.49M 0.67%
31,313
-14
47
$6.42M 0.67%
67,614
-1,650
48
$6.33M 0.66%
279,770
+12,150
49
$6.22M 0.65%
85,310
-6,931
50
$5.97M 0.62%
105,088
-3,525
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