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
$1.3B
AUM Growth
-$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.22M
4
PSX icon
Phillips 66
PSX
+$999K
5
AFL icon
Aflac
AFL
+$748K

Top Sells

1
+$664K
2
+$511K
3
+$481K
4
NOC icon
Northrop Grumman
NOC
+$438K
5
PYPL icon
PayPal
PYPL
+$424K

Sector Composition

1 Industrials 15.47%
2 Technology 15.08%
3 Financials 15.08%
4 Consumer Staples 10.78%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.47M 0.42%
125,747
52
$5.25M 0.4%
16,223
-150
53
$4.85M 0.37%
160,580
-4,793
54
$4.72M 0.36%
60,183
+40
55
$4.47M 0.34%
13,625
-275
56
$4.36M 0.34%
28,479
-41
57
$4.36M 0.34%
19,285
58
$4.36M 0.33%
62,000
-100
59
$4.24M 0.33%
44,100
60
$4.13M 0.32%
42,719
+14
61
$4.05M 0.31%
109,093
-3,785
62
$3.85M 0.3%
7,626
-65
63
$3.85M 0.3%
40,781
+34
64
$3.74M 0.29%
27,887
+20
65
$3.72M 0.29%
25,849
+2,788
66
$3.66M 0.28%
32,527
-525
67
$3.56M 0.27%
23,015
-770
68
$3.52M 0.27%
62,828
+46,000
69
$3.5M 0.27%
63,750
-650
70
$3.32M 0.26%
11,961
-97
71
$2.96M 0.23%
68,451
+57
72
$2.93M 0.23%
16,497
+358
73
$2.87M 0.22%
16,917
-874
74
$2.85M 0.22%
99,774
-4,132
75
$2.84M 0.22%
70,965
-3,000
1 2
3
4 5