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
$843M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.94M
3
+$624K
4
IBM icon
IBM
IBM
+$529K
5
VLY icon
Valley National Bancorp
VLY
+$337K

Top Sells

1
+$6.42M
2
+$886K
3
+$882K
4
F icon
Ford
F
+$641K
5
PM icon
Philip Morris
PM
+$559K

Sector Composition

1 Industrials 21.66%
2 Financials 14.07%
3 Technology 9.22%
4 Healthcare 8.55%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.29%
620,374
-6,595
27
$10.8M 1.28%
99,580
-804
28
$10.8M 1.28%
110,257
-385
29
$10.4M 1.23%
166,155
-700
30
$10.1M 1.2%
63,403
-125
31
$9.59M 1.14%
184,476
-770
32
$9.52M 1.13%
210,802
-1,355
33
$9.24M 1.1%
72,618
-75
34
$8.59M 1.02%
99,730
-2,840
35
$8.31M 0.99%
51,985
+50
36
$8.12M 0.96%
335,650
+25,800
37
$8.11M 0.96%
30,985
-1,620
38
$7.96M 0.94%
161,083
-11,091
39
$7.9M 0.94%
166,879
-9,450
40
$7.15M 0.85%
65,767
+4,870
41
$7.09M 0.84%
153,918
-5,436
42
$6.8M 0.81%
80,894
-20
43
$6.74M 0.8%
104,578
-510
44
$6.45M 0.76%
148,860
-4,550
45
$5.81M 0.69%
86,989
-8,380
46
$5.69M 0.67%
83,270
-2,040
47
$5.48M 0.65%
288,805
+9,035
48
$5.36M 0.64%
31,198
-115
49
$5.02M 0.6%
655,924
-83,814
50
$4.88M 0.58%
63,048
-281
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