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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.58%
121,154
+2,462
52
$5M 0.56%
140,220
-4,139
53
$4.98M 0.56%
59,789
+4,180
54
$4.7M 0.53%
64,415
-934
55
$4.63M 0.52%
126,957
-561
56
$4.6M 0.52%
57,742
+11,597
57
$4.5M 0.51%
167,715
-1,700
58
$4.38M 0.49%
180,473
-178
59
$4.29M 0.48%
35,041
+700
60
$4.14M 0.47%
30,021
-5
61
$4.02M 0.45%
116,845
-1,074
62
$3.96M 0.45%
61,181
-1,840
63
$3.89M 0.44%
37,138
-107
64
$3.33M 0.37%
128,750
+72,100
65
$3.3M 0.37%
13,882
+3
66
$3.25M 0.37%
151,104
67
$3.23M 0.36%
27,224
-531
68
$3.07M 0.34%
89,419
-2,135
69
$2.7M 0.3%
119,307
-525
70
$2.48M 0.28%
17,215
+145
71
$2.47M 0.28%
17,841
-4
72
$2.41M 0.27%
17,780
73
$2.41M 0.27%
58,766
-483
74
$2.39M 0.27%
39,241
75
$2.32M 0.26%
90,430
-150
1 2
3
4 5