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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.39%
100,464
+34,697
27
$12.8M 1.32%
104,172
+4,592
28
$12.8M 1.31%
126,086
+15,829
29
$12.1M 1.25%
226,205
+15,403
30
$12M 1.24%
62,933
-470
31
$11.9M 1.22%
624,424
+4,050
32
$11.6M 1.19%
173,867
+7,712
33
$9.7M 1%
101,967
+2,237
34
$9.54M 0.98%
372,175
+36,525
35
$9.44M 0.97%
31,460
+475
36
$9.2M 0.95%
160,244
-839
37
$9.11M 0.94%
190,915
+6,439
38
$9.01M 0.93%
192,226
+25,347
39
$8.76M 0.9%
84,319
+3,425
40
$8.75M 0.9%
72,453
-165
41
$8.69M 0.89%
53,760
+1,775
42
$8.33M 0.86%
112,013
+7,435
43
$7.63M 0.78%
86,304
-685
44
$6.96M 0.72%
149,585
+725
45
$6.26M 0.64%
129,482
-24,436
46
$6.04M 0.62%
31,473
+275
47
$5.96M 0.61%
62,823
-225
48
$5.71M 0.59%
295,255
+6,450
49
$5.52M 0.57%
628,539
-27,385
50
$5.43M 0.56%
134,741
+19,508
1
2
3 4 5