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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.24%
18,494
-66
77
$2.48M 0.24%
16,654
+12,219
78
$2.23M 0.22%
+39,275
79
$2.2M 0.21%
35,744
+2
80
$2.15M 0.21%
9,466
+4,525
81
$2.04M 0.2%
6,900
82
$1.87M 0.18%
97,126
-8,300
83
$1.84M 0.18%
17,195
84
$1.82M 0.18%
32,121
+10,050
85
$1.75M 0.17%
5,943
+5,022
86
$1.72M 0.17%
22,746
+15,990
87
$1.66M 0.16%
6,435
+5,116
88
$1.66M 0.16%
10,106
+166
89
$1.61M 0.16%
9,835
90
$1.56M 0.15%
257,249
-89,890
91
$1.43M 0.14%
+8,440
92
$1.37M 0.13%
90,197
+2,928
93
$1.34M 0.13%
18,900
-220
94
$1.25M 0.12%
13,155
95
$1.19M 0.11%
9,348
+5,124
96
$1.18M 0.11%
5,013
+901
97
$1.16M 0.11%
6,429
+22
98
$1.13M 0.11%
7,217
+4,901
99
$1.1M 0.11%
7,872
+5,400
100
$1.07M 0.1%
17,551
2 3
4
5 6