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
$1.37B
AUM Growth
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.96M 0.43%
125,747
-449
52
$5.31M 0.39%
16,373
-1,840
53
$5.15M 0.37%
165,373
+3,750
54
$4.98M 0.36%
62,100
-150
55
$4.82M 0.35%
28,520
56
$4.82M 0.35%
44,100
+420
57
$4.82M 0.35%
13,900
58
$4.77M 0.35%
112,878
-72
59
$4.66M 0.34%
60,143
-1,203
60
$4.64M 0.34%
42,705
+75
61
$4.47M 0.33%
33,052
62
$4.27M 0.31%
27,867
+106
63
$4.05M 0.29%
19,285
+46
64
$4.01M 0.29%
23,785
+207
65
$4M 0.29%
64,400
+120
66
$3.95M 0.29%
7,691
+415
67
$3.85M 0.28%
40,747
+833
68
$3.81M 0.28%
23,061
+5,540
69
$3.44M 0.25%
103,906
70
$3.18M 0.23%
12,058
-291
71
$3.18M 0.23%
16,139
72
$3.15M 0.23%
73,965
+220
73
$3.1M 0.23%
17,791
+150
74
$3.07M 0.22%
75,164
75
$2.78M 0.2%
15,270
1 2
3
4 5