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
$623M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.52M
3
+$1.28M
4
KMI icon
Kinder Morgan
KMI
+$1.24M
5
FCX icon
Freeport-McMoran
FCX
+$1.14M

Top Sells

1
+$595K
2
+$213K
3
+$205K
4
MMM icon
3M
MMM
+$196K
5
CAT icon
Caterpillar
CAT
+$192K

Sector Composition

1 Industrials 19.08%
2 Healthcare 11.52%
3 Consumer Staples 10.52%
4 Financials 8.9%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.65%
104,170
+900
52
$3.85M 0.62%
80,625
+840
53
$3.69M 0.59%
35,210
54
$3.58M 0.57%
189,064
+60,400
55
$3.58M 0.57%
31,508
56
$3.41M 0.55%
106,199
-1,632
57
$2.96M 0.48%
29,784
58
$2.69M 0.43%
+107,800
59
$2.55M 0.41%
100,030
-170
60
$2.55M 0.41%
103,260
-641
61
$2.51M 0.4%
69,448
62
$2.49M 0.4%
67,500
63
$2.43M 0.39%
48,520
-600
64
$2.32M 0.37%
15,000
65
$2.26M 0.36%
47,760
+2,000
66
$2.22M 0.36%
25,440
67
$2.14M 0.34%
19,575
+200
68
$2.1M 0.34%
31,016
69
$2.03M 0.33%
25,225
-500
70
$1.99M 0.32%
79,358
-732
71
$1.94M 0.31%
23,274
-600
72
$1.83M 0.29%
71,789
73
$1.83M 0.29%
32,303
+1
74
$1.69M 0.27%
27,914
-700
75
$1.67M 0.27%
61,029
1 2
3
4 5