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
$1.54B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
ORCL icon
Oracle
ORCL
+$482K

Top Sells

1
+$455K
2
+$424K
3
+$423K
4
FIS icon
Fidelity National Information Services
FIS
+$282K
5
MSFT icon
Microsoft
MSFT
+$277K

Sector Composition

1 Technology 17.34%
2 Financials 16.06%
3 Industrials 15.37%
4 Consumer Staples 10.01%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.83M 0.38%
44,241
-115
52
$5.49M 0.36%
13,968
+81
53
$5.45M 0.35%
129,685
-1,936
54
$5.07M 0.33%
152,978
-921
55
$5.02M 0.33%
64,145
-2,113
56
$4.84M 0.31%
28,225
57
$4.63M 0.3%
19,246
58
$4.59M 0.3%
28,081
-63
59
$4.52M 0.29%
65,593
+2,050
60
$4.41M 0.29%
63,493
61
$4.38M 0.29%
21,609
-450
62
$4.34M 0.28%
61,070
-95
63
$4.3M 0.28%
28,844
64
$4.27M 0.28%
44,092
+132
65
$4.01M 0.26%
7,956
+117
66
$3.92M 0.26%
32,479
-188
67
$3.79M 0.25%
70,524
-783
68
$3.77M 0.25%
16,396
+42
69
$3.67M 0.24%
68,766
-285
70
$3.59M 0.23%
44,321
-1,689
71
$3.57M 0.23%
107,520
-661
72
$3.53M 0.23%
15,318
+18
73
$3.38M 0.22%
11,798
74
$3.2M 0.21%
6,266
75
$3.19M 0.21%
111,684
-858
1 2
3
4 5