CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
-6.52%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$571M
AUM Growth
-$51.8M
(-8.3%)
Cap. Flow
-$5.71M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
29.3%
Holding
156
New
6
Increased
21
Reduced
79
Closed
9
Top Buys
| 1 |
Boeing
BA
|
$1.9M |
| 2 |
Kraft Heinz
KHC
|
$1.8M |
| 3 |
Exxon Mobil
XOM
|
$1.26M |
| 4 |
Walt Disney
DIS
|
$761K |
| 5 |
Goldman Sachs Group, Inc. (The) Depositary shares
GS.PRA
|
$597K |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$2.17M |
| 2 |
Freeport-McMoran
FCX
|
$573K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$531K |
| 4 |
EVER
Everbank Financial Corp
EVER
|
$434K |
| 5 |
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% |
