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
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.22%
39,275
77
$3.13M 0.22%
76,614
-4,450
78
$2.88M 0.2%
8,497
+12
79
$2.85M 0.2%
7,285
+209
80
$2.83M 0.2%
21,200
-20
81
$2.82M 0.2%
16,659
+53
82
$2.74M 0.19%
14,502
-42,052
83
$2.62M 0.18%
11,335
84
$2.61M 0.18%
24,229
-659
85
$2.55M 0.18%
22,706
86
$2.55M 0.18%
12,737
-110
87
$2.52M 0.18%
54,242
-205
88
$2.38M 0.17%
8,950
89
$2.37M 0.17%
20,350
90
$2.26M 0.16%
9,531
-10
91
$2.13M 0.15%
85,821
-4,685
92
$2.12M 0.15%
149,794
-570
93
$2.02M 0.14%
33,807
-123
94
$2.02M 0.14%
7,474
+40
95
$1.9M 0.13%
8,672
96
$1.81M 0.13%
3,172
+13
97
$1.8M 0.13%
9,384
-500
98
$1.75M 0.12%
6,471
+164
99
$1.7M 0.12%
8,012
+10
100
$1.69M 0.12%
8,594
+54
2 3
4
5 6