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
$1.37B
AUM Growth
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 1.25%
223,198
+850
27
$16.7M 1.22%
446,611
-7,974
28
$16.6M 1.21%
264,234
-1,029
29
$15.8M 1.15%
112,162
-190
30
$15.2M 1.11%
63,154
-413
31
$14.4M 1.05%
158,386
+1,963
32
$14M 1.02%
182,830
-2,982
33
$13.9M 1.01%
474,030
-2,424
34
$13.7M 1%
46,234
+275
35
$13.5M 0.98%
150,608
-475
36
$12.9M 0.94%
157,195
+564
37
$12.4M 0.9%
94,381
-275
38
$11.9M 0.87%
112,320
-4,240
39
$11.3M 0.82%
204,125
+5,750
40
$10.7M 0.78%
111,174
+210
41
$10.6M 0.77%
22,245
-50
42
$8.55M 0.62%
99,883
-1,050
43
$8.33M 0.61%
158,945
-1,372
44
$8.29M 0.6%
76,630
-2,536
45
$7.9M 0.58%
113,141
-11,675
46
$7.26M 0.53%
71,008
+400
47
$6.71M 0.49%
67,924
+48
48
$6.7M 0.49%
13,877
+350
49
$6.15M 0.45%
147,174
+85
50
$6.06M 0.44%
34,844
1
2
3 4 5