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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.11%
6,307
102
$1.48M 0.1%
24,800
103
$1.47M 0.1%
10,282
+101
104
$1.42M 0.1%
22,400
105
$1.4M 0.1%
4,819
106
$1.33M 0.09%
16,893
-100
107
$1.32M 0.09%
8,300
108
$1.31M 0.09%
24,929
-612
109
$1.29M 0.09%
1,476
110
$1.29M 0.09%
15,895
111
$1.25M 0.09%
9,920
112
$1.25M 0.09%
5,159
113
$1.24M 0.09%
2,110
114
$1.23M 0.09%
2,854
115
$1.22M 0.09%
15,662
116
$1.18M 0.08%
4,541
117
$1.17M 0.08%
4,250
118
$1.13M 0.08%
56,560
+1,720
119
$1.12M 0.08%
19,000
120
$1.09M 0.08%
5,238
121
$1.08M 0.08%
58,045
-2,000
122
$1M 0.07%
2,347
-271
123
$960K 0.07%
12,406
-74
124
$924K 0.06%
4,507
-35
125
$919K 0.06%
15,600
3 4
5
6 7