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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.01M
3
+$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1
+$586K
2
+$500K
3
+$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.89M 0.39%
132,021
-3,983
52
$5.54M 0.37%
16,138
+50
53
$5.18M 0.35%
28,275
-85
54
$5.18M 0.35%
13,769
+131
55
$4.86M 0.32%
28,359
56
$4.67M 0.31%
46,598
+4,149
57
$4.61M 0.31%
61,335
-100
58
$4.6M 0.31%
43,960
+16,073
59
$4.55M 0.3%
43,715
+200
60
$4.51M 0.3%
63,078
-150
61
$4.45M 0.3%
43,960
+1,241
62
$4.44M 0.3%
+31,985
63
$4.43M 0.3%
63,523
+123
64
$4.43M 0.3%
22,159
+390
65
$4.4M 0.29%
32,767
+440
66
$4.34M 0.29%
56,298
-1,788
67
$4.29M 0.29%
19,246
-46
68
$4.17M 0.28%
122,392
-2,220
69
$4.14M 0.28%
108,491
-602
70
$3.73M 0.25%
71,307
+342
71
$3.73M 0.25%
15,300
+10
72
$3.69M 0.25%
16,354
-85
73
$3.68M 0.25%
7,784
+158
74
$3.39M 0.23%
69,051
+630
75
$3.06M 0.2%
16,887
+20
1 2
3
4 5