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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 0.46%
159,459
-124
52
$5.88M 0.41%
150,023
-2,035
53
$5.47M 0.38%
13,900
54
$5.44M 0.38%
46,891
55
$5.16M 0.36%
13,507
56
$5.12M 0.36%
62,949
-444
57
$5.11M 0.36%
40,760
58
$4.93M 0.34%
33,180
-225
59
$4.51M 0.32%
112,620
-3,475
60
$4.4M 0.31%
29,420
-678
61
$4.35M 0.3%
18,148
-310
62
$4.31M 0.3%
69,060
63
$4.3M 0.3%
32,152
-1,235
64
$3.91M 0.27%
73,827
65
$3.89M 0.27%
23,508
-500
66
$3.83M 0.27%
17,120
67
$3.79M 0.26%
19,085
68
$3.77M 0.26%
109,649
-4,384
69
$3.77M 0.26%
334,457
-2,810
70
$3.75M 0.26%
172,320
-2,126
71
$3.63M 0.25%
15,548
-100
72
$3.5M 0.24%
18,255
+335
73
$3.43M 0.24%
46,820
-528
74
$3.43M 0.24%
81,064
-515
75
$3.29M 0.23%
69,885
+135
1 2
3
4 5