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
$486M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.9M
3
+$14.5M
4
MCD icon
McDonald's
MCD
+$13.6M
5
EMR icon
Emerson Electric
EMR
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.12%
2 Consumer Staples 11.41%
3 Healthcare 10.31%
4 Energy 9.98%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.27%
+92,652
77
$1.24M 0.25%
+12,500
78
$1.23M 0.25%
+15,000
79
$1.19M 0.24%
+17,200
80
$1.19M 0.24%
+87,200
81
$1.04M 0.21%
+13,978
82
$1.03M 0.21%
+24,919
83
$1M 0.21%
+15,668
84
$981K 0.2%
+39,250
85
$973K 0.2%
+75,630
86
$965K 0.2%
+21,780
87
$825K 0.17%
+21,441
88
$799K 0.16%
+22,919
89
$771K 0.16%
+8,100
90
$672K 0.14%
+4,642
91
$666K 0.14%
+7,950
92
$644K 0.13%
+5,603
93
$616K 0.13%
+8,950
94
$598K 0.12%
+326
95
$593K 0.12%
+17,350
96
$556K 0.11%
+5,400
97
$538K 0.11%
+11,800
98
$502K 0.1%
+7,754
99
$495K 0.1%
+12,974
100
$493K 0.1%
+4,550
2 3
4
5 6