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
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.44M 0.45%
149,734
-289
52
$6M 0.42%
101,975
-9,285
53
$5.48M 0.38%
13,900
54
$5.43M 0.38%
40,760
55
$5.07M 0.35%
42,894
-3,997
56
$5.04M 0.35%
13,527
+20
57
$4.76M 0.33%
62,950
+1
58
$4.55M 0.32%
32,530
-650
59
$4.46M 0.31%
111,982
-638
60
$4.45M 0.31%
29,270
-150
61
$4.26M 0.3%
32,152
62
$4.23M 0.3%
53,885
+7,065
63
$4.02M 0.28%
73,799
-28
64
$4M 0.28%
68,780
-280
65
$3.97M 0.28%
18,033
-115
66
$3.96M 0.28%
333,991
-466
67
$3.87M 0.27%
108,849
-800
68
$3.85M 0.27%
23,453
-55
69
$3.84M 0.27%
19,220
+135
70
$3.52M 0.25%
18,255
71
$3.49M 0.24%
15,661
+113
72
$3.48M 0.24%
170,396
-1,924
73
$3.4M 0.24%
6,298
74
$3.25M 0.23%
70,011
+126
75
$3.15M 0.22%
15,270
-1,850
1 2
3
4 5