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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.26M 0.54%
19,515
+1,965
52
$5.21M 0.54%
32,799
+2,075
53
$5.2M 0.53%
82,180
-1,090
54
$4.84M 0.5%
133,493
-3,009
55
$4.83M 0.5%
35,241
56
$4.77M 0.49%
56,642
57
$4.43M 0.46%
166,065
-2,250
58
$4.38M 0.45%
39,411
+2,301
59
$3.98M 0.41%
13,875
60
$3.94M 0.41%
15,185
-275
61
$3.85M 0.4%
48,214
+8,941
62
$3.79M 0.39%
122,716
-1,000
63
$3.66M 0.38%
154,545
+18,955
64
$3.53M 0.36%
86,619
-2,050
65
$3.44M 0.35%
68,810
+11,674
66
$3.39M 0.35%
128,554
+3,297
67
$3.34M 0.34%
48,741
-3,051
68
$3.08M 0.32%
25,254
-310
69
$2.96M 0.3%
157,367
+6,263
70
$2.84M 0.29%
17,381
71
$2.62M 0.27%
16,315
-369
72
$2.59M 0.27%
32,641
+11,054
73
$2.49M 0.26%
17,341
74
$2.48M 0.25%
98,430
-250
75
$2.42M 0.25%
112,631
-4,099
1 2
3
4 5