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
$963M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.61M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$1.42M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.38M

Top Sells

1
+$2.05M
2
+$800K
3
+$605K
4
CL icon
Colgate-Palmolive
CL
+$527K
5
WFC icon
Wells Fargo
WFC
+$515K

Sector Composition

1 Industrials 23.02%
2 Financials 13.68%
3 Technology 9.51%
4 Healthcare 8.44%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.97M 0.62%
18,800
+116
52
$5.87M 0.61%
63,329
-1,086
53
$4.97M 0.52%
125,716
+4,562
54
$4.91M 0.51%
117,403
+558
55
$4.88M 0.51%
57,642
-100
56
$4.86M 0.5%
30,439
+418
57
$4.57M 0.48%
35,261
+220
58
$4.5M 0.47%
168,315
+600
59
$4.49M 0.47%
139,083
-1,137
60
$4.48M 0.47%
176,693
-3,780
61
$4.34M 0.45%
37,110
-28
62
$4.04M 0.42%
125,272
-1,685
63
$3.8M 0.39%
13,875
-7
64
$3.57M 0.37%
53,311
-7,870
65
$3.16M 0.33%
88,669
-750
66
$2.92M 0.3%
25,859
-1,365
67
$2.89M 0.3%
151,104
68
$2.88M 0.3%
39,273
+32
69
$2.65M 0.28%
120,020
+713
70
$2.49M 0.26%
17,855
+75
71
$2.46M 0.26%
17,381
+166
72
$2.46M 0.26%
57,166
-1,600
73
$2.45M 0.25%
17,341
-500
74
$2.41M 0.25%
44,618
-37,962
75
$2.28M 0.24%
90,430
1 2
3
4 5