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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.11%
154,264
-21,625
102
$1.34M 0.11%
22,400
-95
103
$1.3M 0.1%
32,732
-24,331
104
$1.29M 0.1%
4,819
+149
105
$1.29M 0.1%
8,359
106
$1.24M 0.1%
16,993
-558
107
$1.23M 0.1%
10,175
-2,780
108
$1.17M 0.09%
60,445
109
$1.16M 0.09%
15,662
-2,000
110
$1.13M 0.09%
24,800
111
$1.11M 0.09%
4,541
-1,866
112
$1.1M 0.09%
17,770
113
$1.07M 0.09%
15,895
114
$1.07M 0.09%
2,854
115
$1.01M 0.08%
2,019
+19
116
$996K 0.08%
9,920
-1,500
117
$956K 0.08%
2,558
+77
118
$946K 0.08%
13,298
-1,043
119
$914K 0.07%
40,380
-400
120
$911K 0.07%
5,159
-701
121
$893K 0.07%
2,924
+50
122
$890K 0.07%
1,233
+96
123
$887K 0.07%
5,265
+27
124
$857K 0.07%
15,600
125
$846K 0.07%
4,250
3 4
5
6 7