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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$852K 0.1%
4,386
+7
102
$823K 0.09%
14,580
103
$821K 0.09%
4,670
-130
104
$784K 0.09%
30,500
+2,000
105
$762K 0.09%
2,792
106
$735K 0.08%
3,941
+41
107
$711K 0.08%
3,044
-30
108
$704K 0.08%
33,816
-1,135
109
$690K 0.08%
24,800
110
$668K 0.08%
9,650
-150
111
$625K 0.07%
2,989
112
$580K 0.07%
3,000
+207
113
$549K 0.06%
30,875
-1,196
114
$549K 0.06%
2,900
115
$544K 0.06%
4,096
+46
116
$532K 0.06%
12,732
-200
117
$520K 0.06%
12,000
118
$519K 0.06%
6,350
119
$472K 0.05%
19,883
-321
120
$471K 0.05%
17,029
121
$461K 0.05%
+28,632
122
$452K 0.05%
5,300
123
$446K 0.05%
7,956
-952
124
$436K 0.05%
11,074
125
$436K 0.05%
4,200
3 4
5
6 7