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
$505M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$901K
3
+$803K
4
DE icon
Deere & Co
DE
+$489K
5
CVX icon
Chevron
CVX
+$477K

Top Sells

1
+$720K
2
+$612K
3
+$506K
4
VMC icon
Vulcan Materials
VMC
+$488K
5
ESRX
Express Scripts Holding Company
ESRX
+$446K

Sector Composition

1 Industrials 18.09%
2 Healthcare 11.26%
3 Consumer Staples 10.75%
4 Energy 10.09%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.28%
58,785
-1,725
77
$1.37M 0.27%
26,161
-300
78
$1.35M 0.27%
17,650
+450
79
$1.29M 0.26%
12,375
-125
80
$1.25M 0.25%
15,000
81
$1.2M 0.24%
81,800
-5,400
82
$1.15M 0.23%
25,719
+800
83
$1.06M 0.21%
13,979
+1
84
$1.01M 0.2%
73,330
-2,300
85
$969K 0.19%
39,250
86
$963K 0.19%
14,668
-1,000
87
$958K 0.19%
21,098
-682
88
$876K 0.17%
4,642
89
$874K 0.17%
21,441
90
$830K 0.16%
8,100
91
$761K 0.15%
22,919
92
$705K 0.14%
5,550
-53
93
$677K 0.13%
7,950
94
$633K 0.13%
11,800
95
$623K 0.12%
326
96
$618K 0.12%
5,400
97
$580K 0.11%
4,550
98
$552K 0.11%
17,350
99
$542K 0.11%
6,700
+600
100
$517K 0.1%
7,654
-100
2 3
4
5 6