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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.43%
238,720
-5,243
27
$11.4M 1.43%
99,450
-5,714
28
$10.5M 1.32%
188,335
-2,017
29
$10.5M 1.32%
217,035
-15,654
30
$9.79M 1.23%
221,288
+2,850
31
$9.11M 1.14%
95,121
+3,257
32
$8.63M 1.08%
160,908
-57
33
$7.57M 0.95%
104,518
-2,279
34
$7.42M 0.93%
112,818
+301
35
$6.26M 0.79%
164,832
-3,818
36
$6.18M 0.78%
33,098
+1,769
37
$5.79M 0.73%
149,658
+7,879
38
$5.77M 0.72%
70,093
-410
39
$5.64M 0.71%
18,652
-1,435
40
$5.47M 0.69%
74,975
-642
41
$5.03M 0.63%
163,296
-3,842
42
$4.62M 0.58%
61,978
-470
43
$4.55M 0.57%
147,507
-3,211
44
$4.54M 0.57%
33,972
+679
45
$4.42M 0.56%
53,439
-3,300
46
$4.13M 0.52%
49,600
-1,785
47
$4.12M 0.52%
132,932
-2,936
48
$3.83M 0.48%
39,672
-1,081
49
$3.79M 0.48%
47,990
-1,082
50
$3.78M 0.47%
38,760
+13,860
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