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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.85M 0.43%
39,053
-900
52
$4.79M 0.42%
32,437
+4,200
53
$4.31M 0.38%
+63,854
54
$4.3M 0.38%
13,975
-1,000
55
$4.19M 0.37%
36,555
-7,395
56
$4.07M 0.36%
22,984
57
$3.99M 0.35%
69,485
-775
58
$3.9M 0.34%
181,034
-1,563
59
$3.76M 0.33%
18,690
+310
60
$3.72M 0.33%
127,414
-285
61
$3.63M 0.32%
13,507
62
$3.51M 0.31%
21,220
-1,895
63
$3.44M 0.3%
142,923
-1,350
64
$3.43M 0.3%
120,376
-797
65
$3.42M 0.3%
49,252
-104
66
$3.32M 0.29%
30,657
-2,110
67
$3.31M 0.29%
17,160
-317
68
$3.16M 0.28%
15,808
-400
69
$3.13M 0.28%
67,104
+300
70
$2.98M 0.26%
40,620
71
$2.9M 0.26%
330,028
-6,216
72
$2.87M 0.25%
72,775
+2,402
73
$2.73M 0.24%
82,149
-1,000
74
$2.66M 0.24%
19,085
+2,431
75
$2.52M 0.22%
18,320
-174
1 2
3
4 5