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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 1.29%
164,340
-433
27
$14.3M 1.26%
122,964
-653
28
$14.1M 1.25%
235,815
-415
29
$12.8M 1.13%
212,535
-4,369
30
$12.4M 1.1%
252,132
-4,040
31
$11.9M 1.05%
88,869
-4,632
32
$11.4M 1.01%
72,660
+5,560
33
$11M 0.97%
127,830
+200
34
$10M 0.89%
126,619
+18,746
35
$9M 0.8%
71,689
+161
36
$8.8M 0.78%
122,189
-4,244
37
$8.06M 0.71%
155,500
-4,902
38
$7.56M 0.67%
131,462
-9,613
39
$7.16M 0.63%
457,579
+443,217
40
$7.01M 0.62%
22,235
-217
41
$6.54M 0.58%
169,220
-473
42
$6.19M 0.55%
59,101
-770
43
$6.03M 0.53%
36,612
-1,018
44
$5.68M 0.5%
163,247
+9,796
45
$5.67M 0.5%
172,601
-8,998
46
$5.51M 0.49%
73,485
-300
47
$5.28M 0.47%
138,672
-14,346
48
$5.15M 0.46%
47,346
-675
49
$5.14M 0.45%
66,643
-237
50
$4.98M 0.44%
145,172
-19,719
1
2
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