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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$708K 0.09%
10,463
+2,976
102
$702K 0.09%
4,670
103
$639K 0.08%
2,479
+476
104
$635K 0.08%
4,802
-126
105
$626K 0.08%
4,770
-249
106
$606K 0.08%
4,435
-142
107
$562K 0.07%
7,786
-139
108
$560K 0.07%
2,500
109
$554K 0.07%
12,245
-1,910
110
$551K 0.07%
24,800
111
$519K 0.07%
16,733
-2,914
112
$515K 0.06%
6,349
-100
113
$503K 0.06%
5,843
+166
114
$497K 0.06%
5,950
-300
115
$495K 0.06%
3,174
-483
116
$489K 0.06%
5,238
+923
117
$482K 0.06%
14,145
-969
118
$474K 0.06%
6,072
-412
119
$470K 0.06%
4,700
-22
120
$456K 0.06%
7,100
121
$425K 0.05%
6,756
-154
122
$423K 0.05%
24,590
+10,050
123
$423K 0.05%
1,998
124
$422K 0.05%
4,224
+348
125
$416K 0.05%
5,485
-240
3 4
5
6 7