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
$623M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.52M
3
+$1.28M
4
KMI icon
Kinder Morgan
KMI
+$1.24M
5
FCX icon
Freeport-McMoran
FCX
+$1.14M

Top Sells

1
+$595K
2
+$213K
3
+$205K
4
MMM icon
3M
MMM
+$196K
5
CAT icon
Caterpillar
CAT
+$192K

Sector Composition

1 Industrials 19.08%
2 Healthcare 11.52%
3 Consumer Staples 10.52%
4 Financials 8.9%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.27%
17,050
77
$1.47M 0.24%
57,683
-422
78
$1.34M 0.21%
22,853
79
$1.23M 0.2%
67,935
80
$1.22M 0.2%
101,900
81
$1.15M 0.18%
15,787
-501
82
$1.13M 0.18%
20,529
-1,046
83
$1.12M 0.18%
24,114
84
$1.09M 0.18%
9,725
85
$1.06M 0.17%
13,556
+1
86
$1.03M 0.17%
7,800
87
$891K 0.14%
27,270
88
$849K 0.14%
37,342
-300
89
$840K 0.13%
7,600
-100
90
$834K 0.13%
32,818
-632
91
$808K 0.13%
12,595
-750
92
$772K 0.12%
11,800
93
$766K 0.12%
24,434
-1,000
94
$733K 0.12%
47,644
-5,000
95
$733K 0.12%
18,258
96
$677K 0.11%
4,142
97
$655K 0.11%
10,983
-1,100
98
$646K 0.1%
4,900
-500
99
$629K 0.1%
3,100
-250
100
$628K 0.1%
16,650
2 3
4
5 6