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
$958M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$746K
3
+$712K
4
AAPL icon
Apple
AAPL
+$642K
5
VMC icon
Vulcan Materials
VMC
+$541K

Top Sells

1
+$16.5M
2
+$11.9M
3
+$9.54M
4
MS.PRA icon
Morgan Stanley Series A Preferred Stock
MS.PRA
+$5.71M
5
MS.PRI icon
Morgan Stanley Series I Preferred Stock
MS.PRI
+$4.43M

Sector Composition

1 Industrials 22.53%
2 Financials 14.73%
3 Technology 11.23%
4 Consumer Staples 8.89%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.77M 0.5%
132,116
-1,377
52
$4.74M 0.49%
56,442
-200
53
$4.33M 0.45%
79,190
-2,990
54
$4.22M 0.44%
121,076
-1,640
55
$4.1M 0.43%
15,236
+51
56
$4.06M 0.42%
48,322
+108
57
$3.96M 0.41%
156,568
+2,023
58
$3.92M 0.41%
13,875
59
$3.76M 0.39%
86,369
-250
60
$3.75M 0.39%
69,485
+675
61
$3.46M 0.36%
48,352
-389
62
$3.35M 0.35%
127,021
-1,533
63
$3.28M 0.34%
24,609
-645
64
$3M 0.31%
17,396
+15
65
$2.67M 0.28%
157,367
66
$2.62M 0.27%
32,775
+134
67
$2.62M 0.27%
17,341
68
$2.48M 0.26%
109,976
-2,655
69
$2.48M 0.26%
12,100
+1,200
70
$2.45M 0.26%
15,564
-751
71
$2.31M 0.24%
17,695
72
$2.22M 0.23%
60,183
73
$1.98M 0.21%
20,940
-900
74
$1.98M 0.21%
68,383
+1,100
75
$1.95M 0.2%
26,810
+675
1 2
3
4 5