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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$2.01M
3 +$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1 +$586K
2 +$500K
3 +$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.06M 0.2%
11,961
77
$3M 0.2%
99,534
-240
78
$2.96M 0.2%
13,931
+185
79
$2.96M 0.2%
369,847
+4,566
80
$2.9M 0.19%
33,976
+43
81
$2.89M 0.19%
25,425
82
$2.85M 0.19%
8,884
+555
83
$2.79M 0.19%
6,266
84
$2.65M 0.18%
69,029
-500
85
$2.62M 0.17%
22,856
+75
86
$2.6M 0.17%
15,513
+13
87
$2.54M 0.17%
16,030
88
$2.39M 0.16%
39,260
89
$2.37M 0.16%
22,827
+880
90
$2.17M 0.15%
11,691
+27
91
$2.1M 0.14%
9,212
+540
92
$1.95M 0.13%
8,726
+901
93
$1.93M 0.13%
3,343
+146
94
$1.89M 0.13%
9,268
-132
95
$1.85M 0.12%
7,662
+170
96
$1.84M 0.12%
9,165
+550
97
$1.8M 0.12%
8,553
+37
98
$1.79M 0.12%
142,208
+2,344
99
$1.65M 0.11%
72,071
-2,475
100
$1.63M 0.11%
8,400