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
$1.58B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.05M
3
+$1.98M
4
HEI icon
HEICO Corp
HEI
+$1.64M
5
VMC icon
Vulcan Materials
VMC
+$1.59M

Top Sells

1
+$1.64M
2
+$551K
3
+$515K
4
DE icon
Deere & Co
DE
+$381K
5
DELL icon
Dell
DELL
+$343K

Sector Composition

1 Technology 17%
2 Financials 15.75%
3 Industrials 15.54%
4 Consumer Staples 10.3%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.32M 0.4%
103,225
+1,250
52
$6.27M 0.4%
13,527
53
$6.26M 0.4%
40,414
-97
54
$6.07M 0.38%
13,900
55
$6.04M 0.38%
42,894
56
$5.9M 0.37%
40,760
57
$5.37M 0.34%
62,950
58
$5.17M 0.33%
55,387
+1,502
59
$4.74M 0.3%
19,239
+19
60
$4.72M 0.3%
33,052
+900
61
$4.68M 0.3%
73,799
62
$4.58M 0.29%
29,270
63
$4.46M 0.28%
67,180
-1,600
64
$4.44M 0.28%
113,606
+1,624
65
$4.23M 0.27%
102,684
-6,165
66
$4.03M 0.26%
23,578
+125
67
$4.03M 0.26%
6,266
-32
68
$4M 0.25%
18,181
-74
69
$3.93M 0.25%
14,235
+2,900
70
$3.77M 0.24%
15,270
71
$3.67M 0.23%
28,530
-4,000
72
$3.65M 0.23%
7,276
-9
73
$3.62M 0.23%
26,761
+2,532
74
$3.45M 0.22%
15,939
+278
75
$3.38M 0.21%
16,803
-1,230
1 2
3
4 5