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
$843M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.94M
3
+$624K
4
IBM icon
IBM
IBM
+$529K
5
VLY icon
Valley National Bancorp
VLY
+$337K

Top Sells

1
+$6.42M
2
+$886K
3
+$882K
4
F icon
Ford
F
+$641K
5
PM icon
Philip Morris
PM
+$559K

Sector Composition

1 Industrials 21.66%
2 Financials 14.07%
3 Technology 9.22%
4 Healthcare 8.55%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.57%
115,233
-2,170
52
$4.3M 0.51%
17,550
-1,250
53
$4.25M 0.5%
168,315
54
$4.24M 0.5%
136,502
-2,581
55
$4.22M 0.5%
35,241
-20
56
$4.2M 0.5%
56,642
-1,000
57
$4.07M 0.48%
37,110
58
$4.06M 0.48%
30,724
+285
59
$3.64M 0.43%
13,875
60
$3.55M 0.42%
+15,460
61
$3.25M 0.39%
88,669
62
$3.17M 0.38%
16,684
+15,484
63
$3.13M 0.37%
123,716
-2,000
64
$3.1M 0.37%
25,564
-295
65
$3.08M 0.37%
51,792
-1,519
66
$2.94M 0.35%
151,104
67
$2.92M 0.35%
135,590
-41,103
68
$2.84M 0.34%
39,273
69
$2.74M 0.32%
125,257
-15
70
$2.46M 0.29%
17,381
71
$2.42M 0.29%
98,680
+8,250
72
$2.29M 0.27%
57,136
-30
73
$2.25M 0.27%
116,730
-3,290
74
$2.2M 0.26%
17,341
75
$2.02M 0.24%
17,735
-120
1 2
3
4 5