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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39M 0.25%
22,202
+4,742
77
$2.28M 0.23%
17,695
-40
78
$2.11M 0.22%
26,135
+5,001
79
$2.09M 0.22%
10,900
+3,250
80
$1.96M 0.2%
60,183
+3,345
81
$1.95M 0.2%
21,840
+300
82
$1.9M 0.2%
38,197
-645
83
$1.86M 0.19%
67,283
+2,146
84
$1.77M 0.18%
88,356
-11,887
85
$1.67M 0.17%
25,794
-175
86
$1.65M 0.17%
10,550
87
$1.59M 0.16%
9,865
88
$1.58M 0.16%
30,458
+2,867
89
$1.43M 0.15%
13,089
+1,478
90
$1.35M 0.14%
12,095
+150
91
$1.35M 0.14%
5,148
+550
92
$1.34M 0.14%
52,500
+5,000
93
$1.26M 0.13%
23,437
+15,550
94
$1.25M 0.13%
6,341
+887
95
$1.23M 0.13%
9,475
+4,575
96
$1.19M 0.12%
17,806
-984
97
$1.08M 0.11%
24,865
+2,990
98
$1.05M 0.11%
17,860
-420
99
$973K 0.1%
14,695
-665
100
$969K 0.1%
5,811
+1,332
2 3
4
5 6