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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.42%
126,928
-18,244
52
$5.13M 0.41%
46,891
-455
53
$5.01M 0.4%
19,015
+325
54
$4.8M 0.38%
13,975
55
$4.63M 0.37%
35,130
-1,425
56
$4.46M 0.36%
147,050
+4,127
57
$4.4M 0.35%
32,637
+200
58
$4.34M 0.35%
13,507
59
$4.25M 0.34%
19,842
-1,378
60
$4.25M 0.34%
23,808
+824
61
$4.25M 0.34%
30,248
-409
62
$4.04M 0.32%
69,060
-425
63
$3.91M 0.31%
116,512
-3,864
64
$3.86M 0.31%
177,833
-3,201
65
$3.75M 0.3%
117,086
-10,328
66
$3.65M 0.29%
47,348
-1,904
67
$3.57M 0.29%
40,760
+140
68
$3.49M 0.28%
17,120
-40
69
$3.42M 0.27%
15,648
-160
70
$3.36M 0.27%
19,085
71
$3.34M 0.27%
69,585
+2,481
72
$3.3M 0.26%
73,827
+1,052
73
$2.9M 0.23%
81,899
-250
74
$2.89M 0.23%
328,978
-1,050
75
$2.85M 0.23%
17,920
-400
1 2
3
4 5