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
$963M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.61M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$1.42M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.38M

Top Sells

1
+$2.05M
2
+$800K
3
+$605K
4
CL icon
Colgate-Palmolive
CL
+$527K
5
WFC icon
Wells Fargo
WFC
+$515K

Sector Composition

1 Industrials 23.02%
2 Financials 13.68%
3 Technology 9.51%
4 Healthcare 8.44%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.24%
17,525
+933
77
$2.17M 0.23%
9,675
+4,570
78
$2.15M 0.22%
21,440
-1,000
79
$2.06M 0.21%
69,772
-100
80
$2M 0.21%
21,134
-1,185
81
$1.93M 0.2%
109,093
-7,886
82
$1.78M 0.18%
56,838
-180
83
$1.78M 0.18%
26,121
+26
84
$1.58M 0.16%
10,550
-100
85
$1.48M 0.15%
21,847
-1,168
86
$1.38M 0.14%
18,790
87
$1.33M 0.14%
21,875
-950
88
$1.26M 0.13%
15,360
89
$1.26M 0.13%
5,222
+450
90
$1.24M 0.13%
5,448
91
$1.24M 0.13%
12,445
-500
92
$1.24M 0.13%
11,611
-300
93
$1.22M 0.13%
7,435
94
$1.21M 0.13%
21,977
-116
95
$1.21M 0.13%
47,500
+17,000
96
$1.18M 0.12%
27,588
-398
97
$1.11M 0.12%
18,680
-80
98
$1.02M 0.11%
17,017
-300
99
$969K 0.1%
5,454
+115
100
$880K 0.09%
14,580
2 3
4
5 6