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
$620M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.08M
3
+$968K
4
MET.PRA icon
MetLife Inc Floating Rate Series A
MET.PRA
+$898K
5
VZ icon
Verizon
VZ
+$809K

Top Sells

1
+$3.76M
2
+$568K
3
+$422K
4
EMR icon
Emerson Electric
EMR
+$401K
5
IBM icon
IBM
IBM
+$385K

Sector Composition

1 Industrials 19.1%
2 Healthcare 11.26%
3 Consumer Staples 10.91%
4 Energy 9.19%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.62%
79,785
+10
52
$3.71M 0.6%
+87,600
53
$3.61M 0.58%
107,831
+18
54
$3.32M 0.54%
35,210
55
$3.31M 0.53%
31,508
-550
56
$3.01M 0.49%
128,664
-6,638
57
$2.84M 0.46%
29,784
-210
58
$2.66M 0.43%
67,500
59
$2.64M 0.43%
103,901
-831
60
$2.52M 0.41%
69,448
61
$2.51M 0.41%
100,200
-575
62
$2.36M 0.38%
49,120
-7,240
63
$2.18M 0.35%
31,016
64
$2.13M 0.34%
71,789
65
$2.05M 0.33%
19,375
-625
66
$2.04M 0.33%
25,725
-400
67
$2.04M 0.33%
23,874
-100
68
$1.98M 0.32%
80,090
69
$1.89M 0.3%
15,000
70
$1.88M 0.3%
45,760
-1,600
71
$1.79M 0.29%
28,614
+234
72
$1.75M 0.28%
61,029
73
$1.72M 0.28%
32,302
+1
74
$1.61M 0.26%
17,050
75
$1.59M 0.26%
25,440
-41
1 2
3
4 5