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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.22%
6,298
77
$3.06M 0.21%
39,275
78
$3.05M 0.21%
12,847
-324
79
$2.95M 0.21%
8,485
80
$2.88M 0.2%
16,606
81
$2.83M 0.2%
7,076
-18
82
$2.8M 0.2%
24,888
83
$2.6M 0.18%
11,335
-550
84
$2.59M 0.18%
21,220
85
$2.59M 0.18%
8,672
86
$2.47M 0.17%
54,447
-680
87
$2.44M 0.17%
22,706
88
$2.42M 0.17%
8,950
89
$2.35M 0.16%
90,506
-4,500
90
$2.27M 0.16%
9,541
-565
91
$2.23M 0.16%
150,364
-3,900
92
$2.07M 0.14%
33,930
+1
93
$1.98M 0.14%
20,350
-575
94
$1.95M 0.14%
8,002
95
$1.9M 0.13%
9,884
96
$1.88M 0.13%
8,540
+64
97
$1.77M 0.12%
7,434
+395
98
$1.65M 0.12%
10,004
99
$1.59M 0.11%
3,159
+200
100
$1.55M 0.11%
74,852
-125
2 3
4
5 6