CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+7.21%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$871M
AUM Growth
+$871M
(+8.2%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
170
New
12
Increased
58
Reduced
39
Closed
2
Top Buys
| 1 |
Mastercard
MA
|
$3.45M |
| 2 |
Intel
INTC
|
$1.06M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$979K |
| 4 |
JPMorgan Chase
JPM
|
$942K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$751K |
Top Sells
| 1 |
GE Aerospace
GE
|
$1.6M |
| 2 |
Walt Disney
DIS
|
$567K |
| 3 |
Bristol-Myers Squibb
BMY
|
$524K |
| 4 |
3M
MMM
|
$523K |
| 5 |
SCHW.PRB.CL
The Charles Schwab Corporation
SCHW.PRB.CL
|
$305K |
Sector Composition
| 1 | Industrials | 23.08% |
| 2 | Financials | 11.55% |
| 3 | Consumer Staples | 9.67% |
| 4 | Healthcare | 8.92% |
| 5 | Technology | 8.25% |
