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
$571M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.8M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$761K
5
GS.PRA icon
Goldman Sachs Group Inc Depositary Shares
GS.PRA
+$597K

Top Sells

1
+$2.17M
2
+$573K
3
+$531K
4
EVER
Everbank Financial Corp
EVER
+$434K
5
MMM icon
3M
MMM
+$430K

Sector Composition

1 Industrials 18.05%
2 Consumer Staples 11.54%
3 Healthcare 11.46%
4 Financials 9.37%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.63%
132,241
-909
52
$3.59M 0.63%
86,546
+5,911
53
$3.58M 0.63%
31,033
-475
54
$3.5M 0.61%
195,115
-7,000
55
$3.05M 0.53%
110,188
-9,400
56
$2.99M 0.52%
104,274
-2,375
57
$2.88M 0.5%
68,673
58
$2.83M 0.5%
46,000
-2,520
59
$2.68M 0.47%
29,731
-53
60
$2.67M 0.47%
111,189
+2,839
61
$2.64M 0.46%
104,280
62
$2.62M 0.46%
26,351
+1,700
63
$2.56M 0.45%
63,800
-3,700
64
$2.5M 0.44%
101,764
-584
65
$2.03M 0.35%
20,925
66
$1.92M 0.34%
13,725
-1,275
67
$1.8M 0.32%
32,074
-131
68
$1.8M 0.31%
+25,440
69
$1.77M 0.31%
29,064
70
$1.67M 0.29%
69,229
-2,060
71
$1.67M 0.29%
23,320
-1,575
72
$1.66M 0.29%
15,425
-125
73
$1.55M 0.27%
77,283
-1,726
74
$1.54M 0.27%
22,374
-600
75
$1.46M 0.25%
30,205
-1,811
1 2
3
4 5