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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.25%
16,592
77
$2.07M 0.23%
22,319
78
$2.07M 0.23%
116,979
-2,185
79
$1.97M 0.22%
69,872
-731
80
$1.91M 0.21%
22,440
-160
81
$1.75M 0.2%
26,095
+2,253
82
$1.63M 0.18%
57,018
-72
83
$1.53M 0.17%
22,825
84
$1.41M 0.16%
10,650
85
$1.39M 0.16%
22,093
-416
86
$1.33M 0.15%
23,015
+127
87
$1.28M 0.14%
15,360
88
$1.28M 0.14%
18,790
89
$1.24M 0.14%
27,986
+2
90
$1.19M 0.13%
12,945
-158
91
$1.17M 0.13%
7,435
92
$1.17M 0.13%
11,911
93
$1.13M 0.13%
5,105
+2,300
94
$1.11M 0.13%
+5,448
95
$1.08M 0.12%
4,772
+3,800
96
$1.05M 0.12%
61,075
-150
97
$1.05M 0.12%
18,760
+140
98
$902K 0.1%
5,339
99
$897K 0.1%
17,317
-150
100
$864K 0.1%
68,925
-4,125
2 3
4
5 6