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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.23%
15,400
-325
77
$1.45M 0.2%
56,883
-400
78
$1.44M 0.2%
34,936
-35,879
79
$1.43M 0.2%
22,769
+235
80
$1.3M 0.18%
56,355
+315
81
$1.13M 0.16%
20,081
+3,094
82
$1.12M 0.16%
15,760
83
$1.09M 0.15%
82,400
-13,150
84
$1.07M 0.15%
48,604
+684
85
$1.04M 0.15%
27,078
+3,413
86
$1.04M 0.15%
91,900
+20,950
87
$1.02M 0.14%
7,750
88
$994K 0.14%
10,403
+1,495
89
$993K 0.14%
17,934
+1,764
90
$946K 0.13%
11,800
91
$924K 0.13%
19,270
92
$908K 0.13%
13,173
+4,801
93
$905K 0.13%
45,305
+9,558
94
$889K 0.13%
15,392
+1,700
95
$750K 0.11%
10,121
96
$679K 0.1%
6,450
97
$641K 0.09%
5,354
98
$639K 0.09%
4,800
99
$636K 0.09%
8,150
100
$535K 0.08%
8,495
2 3
4
5 6