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
$606M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$1.35M
3
+$730K
4
MS.PRA icon
Morgan Stanley Series A Preferred Stock
MS.PRA
+$615K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$570K

Top Sells

1
+$717K
2
+$540K
3
+$524K
4
IBM icon
IBM
IBM
+$472K
5
PFE icon
Pfizer
PFE
+$379K

Sector Composition

1 Industrials 19.31%
2 Consumer Staples 11.55%
3 Healthcare 11.48%
4 Financials 9.19%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.65%
132,008
-233
52
$3.93M 0.65%
65,535
+925
53
$3.62M 0.6%
87,573
-1,170
54
$3.57M 0.59%
62,600
-1,200
55
$3.38M 0.56%
178,215
-16,900
56
$3.29M 0.54%
29,151
+2,800
57
$3.2M 0.53%
93,358
+6,812
58
$3.02M 0.5%
67,454
-1,219
59
$2.94M 0.48%
29,731
60
$2.93M 0.48%
101,074
-3,200
61
$2.74M 0.45%
103,580
-700
62
$2.65M 0.44%
102,018
+254
63
$2.61M 0.43%
41,800
-4,200
64
$2.5M 0.41%
111,189
65
$2.07M 0.34%
20,925
66
$1.92M 0.32%
29,064
67
$1.91M 0.32%
13,725
68
$1.85M 0.31%
32,075
+1
69
$1.82M 0.3%
25,085
-355
70
$1.8M 0.3%
9,550
+7,145
71
$1.8M 0.3%
27,005
-3,200
72
$1.74M 0.29%
67,929
-1,300
73
$1.69M 0.28%
24,275
+1,901
74
$1.68M 0.28%
15,425
75
$1.67M 0.28%
74,873
-2,410
1 2
3
4 5