CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
+8.22%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$545M
AUM Growth
+$40.8M
(+8.1%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
29.6%
Holding
149
New
2
Increased
41
Reduced
54
Closed
4
Top Buys
| 1 |
RTX Corp
RTX
|
$2.41M |
| 2 |
Deere & Co
DE
|
$1.05M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$638K |
| 4 |
Diageo
DEO
|
$586K |
| 5 |
Ford
F
|
$372K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$860K |
| 2 |
PepsiCo
PEP
|
$609K |
| 3 |
Intel
INTC
|
$533K |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$529K |
| 5 |
Nike
NKE
|
$274K |
Sector Composition
| 1 | Industrials | 19.63% |
| 2 | Healthcare | 11.31% |
| 3 | Consumer Staples | 10.49% |
| 4 | Energy | 10.29% |
| 5 | Financials | 7.54% |
