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
$571M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.8M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$761K
5
GS.PRA icon
Goldman Sachs Group Inc Depositary Shares
GS.PRA
+$597K

Top Sells

1
+$2.17M
2
+$573K
3
+$531K
4
EVER
Everbank Financial Corp
EVER
+$434K
5
MMM icon
3M
MMM
+$430K

Sector Composition

1 Industrials 18.05%
2 Consumer Staples 11.54%
3 Healthcare 11.46%
4 Financials 9.37%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$534K 0.09%
11,263
-720
102
$532K 0.09%
5,654
103
$497K 0.09%
15,158
-3,100
104
$474K 0.08%
8,335
105
$444K 0.08%
5,300
106
$399K 0.07%
2,405
107
$389K 0.07%
3,200
-742
108
$382K 0.07%
2,950
-154
109
$374K 0.07%
2,710
-200
110
$368K 0.06%
4,200
111
$363K 0.06%
6,400
112
$362K 0.06%
1,331
113
$359K 0.06%
14,431
114
$358K 0.06%
4,550
115
$357K 0.06%
16,259
-6,050
116
$345K 0.06%
24,800
117
$321K 0.06%
+15,600
118
$319K 0.06%
7,600
119
$314K 0.06%
12,860
120
$284K 0.05%
45,375
+12,000
121
$281K 0.05%
4,500
122
$272K 0.05%
6,937
-200
123
$269K 0.05%
3,900
-400
124
$235K 0.04%
2,060
125
$230K 0.04%
1,201
2 3 4
5
6