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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.25%
481,104
-2,125
27
$17.7M 1.24%
61,579
-975
28
$17.4M 1.22%
46,117
-890
29
$16.9M 1.18%
171,499
-2,736
30
$16.6M 1.16%
118,594
-607
31
$15M 1.05%
134,185
+3,710
32
$14M 0.98%
209,903
-3,491
33
$13.9M 0.97%
256,893
-2,615
34
$13.5M 0.95%
81,550
-3,917
35
$13M 0.91%
151,604
-2,135
36
$12.5M 0.87%
119,194
-3,800
37
$11.2M 0.78%
72,403
+500
38
$11.1M 0.78%
142,844
-4,180
39
$10.9M 0.76%
28,603
+6,563
40
$9.38M 0.66%
109,902
-2,065
41
$9.3M 0.65%
152,726
-2,910
42
$8.4M 0.59%
56,554
-1,350
43
$8.1M 0.57%
36,912
+100
44
$8.01M 0.56%
22,035
45
$7.31M 0.51%
131,702
-1,750
46
$7.27M 0.51%
152,504
-6,094
47
$7.26M 0.51%
52,106
-1,780
48
$7.1M 0.5%
40,397
-78
49
$7.02M 0.49%
111,260
-3,725
50
$6.95M 0.49%
70,100
-360
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2
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