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
$486M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.9M
3
+$14.5M
4
MCD icon
McDonald's
MCD
+$13.6M
5
EMR icon
Emerson Electric
EMR
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.12%
2 Consumer Staples 11.41%
3 Healthcare 10.31%
4 Energy 9.98%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.55%
+106,109
52
$2.66M 0.55%
+34,358
53
$2.61M 0.54%
+77,145
54
$2.52M 0.52%
+57,515
55
$2.48M 0.51%
+42,379
56
$2.47M 0.51%
+98,550
57
$2.44M 0.5%
+38,661
58
$2.33M 0.48%
+69,200
59
$2.3M 0.47%
+30,413
60
$2.15M 0.44%
+75,448
61
$2.03M 0.42%
+63,700
62
$2M 0.41%
+68,356
63
$1.85M 0.38%
+25,824
64
$1.76M 0.36%
+74,489
65
$1.71M 0.35%
+32,398
66
$1.62M 0.33%
+32,438
67
$1.6M 0.33%
+26,625
68
$1.57M 0.32%
+32,336
69
$1.56M 0.32%
+62,919
70
$1.54M 0.32%
+93,579
71
$1.54M 0.32%
+18,350
72
$1.51M 0.31%
+60,510
73
$1.49M 0.31%
+45,460
74
$1.48M 0.31%
+17,360
75
$1.48M 0.3%
+26,461
1 2
3
4 5