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
$871M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.06M
3
+$979K
4
JPM icon
JPMorgan Chase
JPM
+$942K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$751K

Top Sells

1
+$1.6M
2
+$567K
3
+$524K
4
MMM icon
3M
MMM
+$523K
5
SCHW.PRB.CL
The Charles Schwab Corporation
SCHW.PRB.CL
+$305K

Sector Composition

1 Industrials 23.08%
2 Financials 11.55%
3 Consumer Staples 9.67%
4 Healthcare 8.92%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.24M 0.6%
178,429
+5,864
52
$5.21M 0.6%
230,200
+16,500
53
$4.84M 0.56%
64,184
-824
54
$4.72M 0.54%
169,415
+2,000
55
$4.47M 0.51%
32,986
+300
56
$4.42M 0.51%
125,318
+150
57
$4.32M 0.5%
29,391
58
$4.11M 0.47%
119,575
+538
59
$3.95M 0.45%
36,734
-5,278
60
$3.48M 0.4%
72,088
-707
61
$3.46M 0.4%
27,955
+281
62
$3.45M 0.4%
+22,790
63
$3.36M 0.39%
45,644
+9,190
64
$3.33M 0.38%
92,204
+650
65
$3.12M 0.36%
13,879
66
$2.98M 0.34%
17,837
67
$2.9M 0.33%
46,445
68
$2.84M 0.33%
122,532
-450
69
$2.66M 0.31%
62,219
-200
70
$2.55M 0.29%
145,041
+165
71
$2.51M 0.29%
17,170
+2,050
72
$2.38M 0.27%
16,592
73
$2.32M 0.27%
91,080
-1,005
74
$2.24M 0.26%
39,241
75
$2.2M 0.25%
121,955
-2,640
1 2
3
4 5