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
$963M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.61M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$1.42M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.38M

Top Sells

1
+$2.05M
2
+$800K
3
+$605K
4
CL icon
Colgate-Palmolive
CL
+$527K
5
WFC icon
Wells Fargo
WFC
+$515K

Sector Composition

1 Industrials 23.02%
2 Financials 13.68%
3 Technology 9.51%
4 Healthcare 8.44%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$875K 0.09%
4,670
102
$867K 0.09%
+22,382
103
$828K 0.09%
2,829
+37
104
$798K 0.08%
3,900
-41
105
$791K 0.08%
24,800
106
$775K 0.08%
3,044
107
$763K 0.08%
3,249
+260
108
$752K 0.08%
64,425
-4,500
109
$750K 0.08%
4,562
+176
110
$668K 0.07%
9,420
-230
111
$625K 0.06%
33,516
-300
112
$601K 0.06%
2,910
-90
113
$596K 0.06%
4,070
-26
114
$567K 0.06%
30,875
115
$565K 0.06%
7,851
-105
116
$526K 0.05%
19,291
-592
117
$526K 0.05%
4,900
-400
118
$520K 0.05%
12,412
-320
119
$515K 0.05%
12,000
120
$514K 0.05%
24,253
+2,800
121
$512K 0.05%
4,455
-55
122
$505K 0.05%
2,900
123
$498K 0.05%
5,550
-800
124
$489K 0.05%
17,029
125
$475K 0.05%
34,108
-26,967
3 4
5
6 7