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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.2%
165,750
+8,616
77
$1.53M 0.19%
17,195
78
$1.4M 0.18%
66,149
-845
79
$1.36M 0.17%
9,835
-265
80
$1.31M 0.16%
9,940
-15
81
$1.24M 0.16%
+8,140
82
$1.22M 0.15%
87,269
+1,965
83
$1.13M 0.14%
13,155
-364
84
$1.12M 0.14%
19,200
-200
85
$1.11M 0.14%
19,120
+1,520
86
$1.09M 0.14%
27,735
-980
87
$1.07M 0.13%
6,407
-21
88
$1.01M 0.13%
+22,071
89
$938K 0.12%
17,551
-4,625
90
$893K 0.11%
61,090
91
$834K 0.1%
4,112
-250
92
$834K 0.1%
40,626
-750
93
$824K 0.1%
4,941
-960
94
$820K 0.1%
30,735
-5,627
95
$816K 0.1%
17,882
-53
96
$811K 0.1%
20,493
-1,695
97
$809K 0.1%
12,020
-31
98
$745K 0.09%
9,315
-174
99
$726K 0.09%
2,809
100
$719K 0.09%
11,956
2 3
4
5 6