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
$632M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$915K
3
+$789K
4
LMT icon
Lockheed Martin
LMT
+$689K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$687K

Top Sells

1
+$397K
2
+$392K
3
+$291K
4
GLD icon
SPDR Gold Trust
GLD
+$286K
5
APD icon
Air Products & Chemicals
APD
+$274K

Sector Composition

1 Industrials 19.37%
2 Consumer Staples 11.75%
3 Healthcare 10.73%
4 Financials 8.98%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.99M 0.63%
91,881
-1,477
52
$3.73M 0.59%
62,350
-250
53
$3.63M 0.57%
129,106
-469
54
$3.39M 0.54%
101,920
-6,530
55
$3.39M 0.54%
83,013
-4,560
56
$3.3M 0.52%
170,740
-7,475
57
$3.27M 0.52%
101,074
58
$3.23M 0.51%
27,676
-1,475
59
$3.19M 0.5%
29,815
+84
60
$3.01M 0.48%
101,661
-357
61
$2.93M 0.46%
47,595
+5,795
62
$2.71M 0.43%
67,454
63
$2.56M 0.4%
97,740
-5,840
64
$2.26M 0.36%
111,931
+742
65
$2.09M 0.33%
10,566
+1,016
66
$2.05M 0.32%
32,307
+232
67
$1.98M 0.31%
25,152
+67
68
$1.91M 0.3%
13,743
+18
69
$1.81M 0.29%
73,562
-1,311
70
$1.8M 0.29%
101,088
+1,100
71
$1.78M 0.28%
17,350
72
$1.76M 0.28%
23,905
-370
73
$1.74M 0.28%
17,075
-3,850
74
$1.71M 0.27%
27,005
75
$1.69M 0.27%
28,490
-574
1 2
3
4 5