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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.1M 0.58%
30,581
-441
52
$3.99M 0.56%
129,551
-5,892
53
$3.93M 0.55%
122,346
+786
54
$3.88M 0.55%
128,811
-2,200
55
$3.67M 0.52%
30,001
+850
56
$3.61M 0.51%
15,516
+2,800
57
$3.5M 0.49%
31,929
-4,430
58
$3.33M 0.47%
100,754
59
$3.28M 0.46%
29,574
-315
60
$3.19M 0.45%
36,920
+7,855
61
$2.94M 0.41%
66,254
62
$2.79M 0.39%
138,140
-4,200
63
$2.75M 0.39%
132,538
-11,950
64
$2.7M 0.38%
123,065
65
$2.37M 0.33%
46,535
-1,060
66
$2.35M 0.33%
102,100
+5,300
67
$2.34M 0.33%
95,380
-1,460
68
$2.18M 0.31%
17,837
+487
69
$2.17M 0.31%
68,740
-2,198
70
$2.16M 0.3%
24,753
71
$2.07M 0.29%
17,075
72
$2.02M 0.28%
27,520
+515
73
$1.98M 0.28%
13,798
+55
74
$1.98M 0.28%
23,605
75
$1.76M 0.25%
28,432
-3,877
1 2
3
4 5