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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.11%
12,955
-200
102
$1.26M 0.11%
10,694
+231
103
$1.25M 0.11%
4,902
-111
104
$1.17M 0.1%
175,889
-81,360
105
$1.17M 0.1%
2,653
106
$1.12M 0.1%
17,551
107
$1.11M 0.1%
60,445
108
$1.1M 0.1%
17,662
-49
109
$1.09M 0.1%
20,925
-11,196
110
$1.09M 0.1%
11,420
-433
111
$1.02M 0.09%
82,363
-7,834
112
$1M 0.09%
4,670
113
$992K 0.09%
40,780
+154
114
$981K 0.09%
2,000
+500
115
$971K 0.09%
+8,359
116
$959K 0.08%
2,854
117
$944K 0.08%
15,895
118
$924K 0.08%
5,569
+75
119
$922K 0.08%
5,860
+300
120
$911K 0.08%
24,800
121
$882K 0.08%
2,999
122
$873K 0.08%
5,238
123
$860K 0.08%
15,600
-175
124
$831K 0.07%
2,481
+1
125
$826K 0.07%
5,610
-58
3 4
5
6 7