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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.42%
48,021
+31
52
$4.24M 0.41%
14,975
+19
53
$4.24M 0.41%
23,115
-748
54
$4.17M 0.4%
182,597
+26,721
55
$3.99M 0.39%
28,237
+25,450
56
$3.88M 0.37%
127,699
-2,049
57
$3.85M 0.37%
22,984
-240
58
$3.74M 0.36%
32,767
-620
59
$3.63M 0.35%
18,380
+7,220
60
$3.59M 0.35%
70,260
-185
61
$3.55M 0.34%
13,507
62
$3.43M 0.33%
144,273
+78,124
63
$3.28M 0.32%
70,373
+42,638
64
$3.13M 0.3%
16,208
+5,385
65
$3.06M 0.29%
17,477
+17
66
$3M 0.29%
83,149
67
$2.96M 0.29%
49,356
+37,400
68
$2.87M 0.28%
40,620
+21,420
69
$2.82M 0.27%
336,244
+170,494
70
$2.73M 0.26%
64,289
-3,728
71
$2.72M 0.26%
121,173
-1,221
72
$2.72M 0.26%
106,079
-10,220
73
$2.7M 0.26%
27,462
+589
74
$2.67M 0.26%
66,804
-237
75
$2.66M 0.26%
14,179
-78
1 2
3
4 5