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
$505M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$901K
3
+$803K
4
DE icon
Deere & Co
DE
+$489K
5
CVX icon
Chevron
CVX
+$477K

Top Sells

1
+$720K
2
+$612K
3
+$506K
4
VMC icon
Vulcan Materials
VMC
+$488K
5
ESRX
Express Scripts Holding Company
ESRX
+$446K

Sector Composition

1 Industrials 18.09%
2 Healthcare 11.26%
3 Consumer Staples 10.75%
4 Energy 10.09%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.57%
42,379
52
$2.68M 0.53%
104,818
-331
53
$2.63M 0.52%
104,753
-1,356
54
$2.63M 0.52%
34,608
+250
55
$2.48M 0.49%
57,625
+825
56
$2.47M 0.49%
38,361
-300
57
$2.45M 0.49%
68,356
58
$2.41M 0.48%
30,413
59
$2.31M 0.46%
63,700
60
$2.28M 0.45%
72,548
-2,900
61
$2.26M 0.45%
25,574
-250
62
$2.19M 0.43%
66,600
-2,600
63
$2.18M 0.43%
101,350
+2,800
64
$2.04M 0.4%
42,482
-15,033
65
$1.91M 0.38%
86,023
-7,556
66
$1.9M 0.38%
74,489
67
$1.82M 0.36%
32,806
+368
68
$1.82M 0.36%
47,260
+1,800
69
$1.74M 0.34%
19,250
+900
70
$1.59M 0.32%
93,352
+700
71
$1.56M 0.31%
17,360
72
$1.55M 0.31%
62,919
73
$1.54M 0.31%
32,136
-200
74
$1.47M 0.29%
28,380
-4,018
75
$1.44M 0.29%
25,675
-950
1 2
3
4 5