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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$902K 0.09%
27,617
+6,021
102
$895K 0.09%
41,966
+8,450
103
$858K 0.09%
14,580
104
$854K 0.09%
4,690
+1,800
105
$839K 0.09%
4,670
106
$802K 0.08%
4,422
+400
107
$799K 0.08%
2,809
-20
108
$787K 0.08%
3,249
109
$782K 0.08%
9,340
110
$775K 0.08%
62,480
-900
111
$770K 0.08%
4,550
+650
112
$754K 0.08%
16,992
-25
113
$730K 0.08%
24,800
114
$683K 0.07%
6,050
+1,850
115
$664K 0.07%
4,157
+1,905
116
$664K 0.07%
+3,496
117
$639K 0.07%
4,695
+625
118
$615K 0.06%
+7,183
119
$613K 0.06%
2,515
-529
120
$600K 0.06%
12,412
121
$567K 0.06%
15,108
-1,678
122
$559K 0.06%
5,102
+647
123
$548K 0.06%
7,152
+1,237
124
$544K 0.06%
+3,494
125
$536K 0.06%
6,321
+3,400
3 4
5
6 7