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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.22%
9,616
+150
77
$2.44M 0.22%
39,275
78
$2.32M 0.21%
26,512
-950
79
$2.31M 0.2%
13,661
-518
80
$2.2M 0.19%
35,725
-19
81
$2.18M 0.19%
8,672
+800
82
$2.16M 0.19%
6,914
+971
83
$2.13M 0.19%
8,830
+2,395
84
$2.05M 0.18%
6,298
-602
85
$2.05M 0.18%
57,063
-7,226
86
$2.03M 0.18%
+72,116
87
$1.9M 0.17%
80,798
-25,281
88
$1.9M 0.17%
96,156
-970
89
$1.84M 0.16%
16,615
-580
90
$1.81M 0.16%
22,706
-40
91
$1.78M 0.16%
10,106
92
$1.68M 0.15%
8,535
+95
93
$1.64M 0.14%
6,514
+1,127
94
$1.46M 0.13%
19,900
+1,000
95
$1.43M 0.13%
22,495
+10,250
96
$1.42M 0.13%
17,770
+9,770
97
$1.4M 0.12%
9,485
-350
98
$1.37M 0.12%
7,157
-60
99
$1.33M 0.12%
6,407
-22
100
$1.33M 0.12%
9,338
-10
2 3
4
5 6