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
$1.3B
AUM Growth
-$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.22M
4
PSX icon
Phillips 66
PSX
+$999K
5
AFL icon
Aflac
AFL
+$748K

Top Sells

1
+$664K
2
+$511K
3
+$481K
4
NOC icon
Northrop Grumman
NOC
+$438K
5
PYPL icon
PayPal
PYPL
+$424K

Sector Composition

1 Industrials 15.47%
2 Technology 15.08%
3 Financials 15.08%
4 Consumer Staples 10.78%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.76M 0.21%
15,290
+20
77
$2.73M 0.21%
347,996
+5,205
78
$2.6M 0.2%
33,933
79
$2.56M 0.2%
22,781
80
$2.43M 0.19%
6,266
81
$2.42M 0.19%
26,170
-260
82
$2.42M 0.19%
69,664
-5,500
83
$2.31M 0.18%
15,500
+2,680
84
$2.3M 0.18%
16,030
85
$2.11M 0.16%
22,027
+87
86
$2.04M 0.16%
50,731
-748
87
$2.02M 0.16%
9,400
+70
88
$1.96M 0.15%
39,260
-15
89
$1.82M 0.14%
162,414
-2,100
90
$1.8M 0.14%
11,612
+48
91
$1.79M 0.14%
7,825
+12
92
$1.69M 0.13%
7,492
93
$1.68M 0.13%
13,881
-1,040
94
$1.68M 0.13%
8,615
+21
95
$1.62M 0.12%
3,197
+19
96
$1.6M 0.12%
8,516
97
$1.54M 0.12%
18,375
98
$1.53M 0.12%
8,400
+100
99
$1.47M 0.11%
75,091
-2,195
100
$1.29M 0.1%
8,672
2 3
4
5 6