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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.66M 0.35%
13,887
+118
52
$5.64M 0.35%
153,899
-50
53
$5.54M 0.35%
66,258
-3,806
54
$5.37M 0.34%
44,356
+641
55
$5.03M 0.32%
28,225
-50
56
$4.89M 0.31%
28,144
-215
57
$4.79M 0.3%
43,960
58
$4.71M 0.3%
61,165
-170
59
$4.66M 0.29%
22,059
-100
60
$4.63M 0.29%
63,493
-30
61
$4.61M 0.29%
63,543
+465
62
$4.51M 0.28%
32,667
-100
63
$4.23M 0.27%
19,246
64
$4.18M 0.26%
56,298
65
$4.11M 0.26%
46,010
-588
66
$4.02M 0.25%
108,181
-310
67
$3.89M 0.24%
28,844
-15,116
68
$3.88M 0.24%
16,354
69
$3.83M 0.24%
15,300
70
$3.77M 0.24%
7,839
+55
71
$3.69M 0.23%
71,307
72
$3.62M 0.23%
69,051
73
$3.42M 0.21%
112,542
-9,850
74
$3.31M 0.21%
11,798
-163
75
$3.31M 0.21%
98,740
-794
1 2
3
4 5