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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.01M
3
+$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1
+$586K
2
+$500K
3
+$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.62M 0.11%
18,423
+48
102
$1.61M 0.11%
43,140
-6,940
103
$1.49M 0.1%
9,048
+564
104
$1.48M 0.1%
9,600
105
$1.47M 0.1%
3,593
+989
106
$1.42M 0.09%
11,144
-173
107
$1.28M 0.09%
46,090
+3,530
108
$1.26M 0.08%
4,417
109
$1.25M 0.08%
24,800
110
$1.22M 0.08%
6,300
+455
111
$1.22M 0.08%
15,741
+600
112
$1.16M 0.08%
2,817
-50
113
$1.11M 0.07%
2,892
+100
114
$1.06M 0.07%
55,885
-285
115
$1.05M 0.07%
21,400
116
$1.04M 0.07%
4,819
117
$1.02M 0.07%
37,291
118
$1.02M 0.07%
17,613
119
$966K 0.06%
1,443
-49
120
$891K 0.06%
9,089
+654
121
$890K 0.06%
2,304
122
$879K 0.06%
5,282
+190
123
$873K 0.06%
2,265
+40
124
$860K 0.06%
20,492
125
$851K 0.06%
23,210
+10
3 4
5
6 7