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
$843M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.94M
3
+$624K
4
IBM icon
IBM
IBM
+$529K
5
VLY icon
Valley National Bancorp
VLY
+$337K

Top Sells

1
+$6.42M
2
+$886K
3
+$882K
4
F icon
Ford
F
+$641K
5
PM icon
Philip Morris
PM
+$559K

Sector Composition

1 Industrials 21.66%
2 Financials 14.07%
3 Technology 9.22%
4 Healthcare 8.55%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.23%
21,134
77
$1.88M 0.22%
17,460
-65
78
$1.76M 0.21%
56,838
79
$1.62M 0.19%
21,540
+100
80
$1.6M 0.19%
65,137
-4,635
81
$1.57M 0.19%
21,587
-260
82
$1.54M 0.18%
100,243
-8,850
83
$1.53M 0.18%
25,969
-152
84
$1.41M 0.17%
38,842
-5,776
85
$1.39M 0.17%
10,550
86
$1.36M 0.16%
9,865
+2,430
87
$1.28M 0.15%
7,650
-2,025
88
$1.18M 0.14%
18,790
89
$1.15M 0.14%
47,500
90
$1.15M 0.14%
11,945
-500
91
$1.11M 0.13%
11,611
92
$1.07M 0.13%
27,591
+3
93
$947K 0.11%
18,280
-400
94
$943K 0.11%
15,360
95
$929K 0.11%
21,596
-381
96
$905K 0.11%
4,598
-850
97
$855K 0.1%
5,454
98
$795K 0.09%
63,380
-1,045
99
$793K 0.09%
17,017
100
$789K 0.09%
21,875
2 3
4
5 6