CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+3.45%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$505M
AUM Growth
+$18.5M
(+3.8%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
29.95%
Holding
148
New
3
Increased
36
Reduced
56
Closed
1
Top Buys
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$6.7M |
| 2 |
Truist Financial
TFC
|
$901K |
| 3 |
Ford
F
|
$803K |
| 4 |
Deere & Co
DE
|
$489K |
| 5 |
Chevron
CVX
|
$477K |
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
$720K |
| 2 |
Johnson & Johnson
JNJ
|
$612K |
| 3 |
Verizon
VZ
|
$506K |
| 4 |
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% |
