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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 0.47%
129,748
+104
52
$3.58M 0.45%
83,149
-1,395
53
$3.56M 0.45%
23,863
-1,470
54
$3.54M 0.44%
14,956
55
$3.53M 0.44%
70,445
-2,315
56
$3.44M 0.43%
23,224
-95
57
$3.43M 0.43%
155,876
-4,497
58
$3.34M 0.42%
116,299
-2,560
59
$3.32M 0.42%
33,387
-2,451
60
$3.24M 0.41%
44,147
+9,306
61
$3.14M 0.39%
47,347
-214
62
$3.11M 0.39%
68,017
-3,009
63
$3.07M 0.39%
13,507
-21
64
$2.54M 0.32%
67,041
+4,980
65
$2.53M 0.32%
14,257
-704
66
$2.48M 0.31%
17,460
+211
67
$2.36M 0.3%
18,560
-359
68
$2.08M 0.26%
122,394
-498
69
$2.05M 0.26%
26,873
-250
70
$1.89M 0.24%
35,742
-263
71
$1.74M 0.22%
10,823
+27
72
$1.73M 0.22%
11,160
-1,280
73
$1.68M 0.21%
347,139
-31,019
74
$1.64M 0.21%
105,426
-3,340
75
$1.59M 0.2%
6,900
1 2
3
4 5