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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.22%
39,275
77
$2.74M 0.22%
13,171
-490
78
$2.72M 0.22%
9,967
+351
79
$2.67M 0.21%
24,888
-1,624
80
$2.48M 0.2%
7,058
+144
81
$2.39M 0.19%
6,298
82
$2.36M 0.19%
16,606
-9
83
$2.29M 0.18%
95,806
-350
84
$2.25M 0.18%
8,672
85
$2.24M 0.18%
74,305
-6,493
86
$2.12M 0.17%
22,706
87
$2.09M 0.17%
10,106
88
$2.08M 0.17%
12,309
+2,824
89
$2.05M 0.16%
8,902
+4,000
90
$2M 0.16%
33,927
-1,798
91
$1.98M 0.16%
8,830
92
$1.86M 0.15%
21,220
+1,320
93
$1.77M 0.14%
8,503
-32
94
$1.65M 0.13%
72,377
+261
95
$1.58M 0.13%
10,351
-343
96
$1.53M 0.12%
9,338
97
$1.45M 0.12%
6,494
-20
98
$1.39M 0.11%
7,059
-98
99
$1.38M 0.11%
2,970
+317
100
$1.36M 0.11%
20,925
2 3
4
5 6