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
$623M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.52M
3
+$1.28M
4
KMI icon
Kinder Morgan
KMI
+$1.24M
5
FCX icon
Freeport-McMoran
FCX
+$1.14M

Top Sells

1
+$595K
2
+$213K
3
+$205K
4
MMM icon
3M
MMM
+$196K
5
CAT icon
Caterpillar
CAT
+$192K

Sector Composition

1 Industrials 19.08%
2 Healthcare 11.52%
3 Consumer Staples 10.52%
4 Financials 8.9%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$625K 0.1%
15,600
-806
102
$601K 0.1%
6,450
103
$560K 0.09%
9,887
104
$523K 0.08%
8,000
-600
105
$522K 0.08%
5,654
-100
106
$474K 0.08%
4,200
107
$469K 0.08%
8,335
108
$461K 0.07%
6,900
109
$455K 0.07%
+4,211
110
$435K 0.07%
3,104
111
$434K 0.07%
7,200
112
$401K 0.06%
24,800
113
$396K 0.06%
+1,331
114
$395K 0.06%
2,910
115
$390K 0.06%
4,750
116
$387K 0.06%
2,405
-174
117
$385K 0.06%
5,300
118
$373K 0.06%
4,500
+300
119
$351K 0.06%
13,500
120
$325K 0.05%
7,600
121
$320K 0.05%
4,300
122
$320K 0.05%
43,375
+2,000
123
$286K 0.05%
7,677
124
$283K 0.05%
3,513
+19
125
$259K 0.04%
2,000
-600
2 3 4
5
6