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
$486M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$21.9M
3 +$14.5M
4
MCD icon
McDonald's
MCD
+$13.6M
5
EMR icon
Emerson Electric
EMR
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.12%
2 Consumer Staples 11.41%
3 Healthcare 10.31%
4 Energy 9.98%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.04%
+9,194
127
0
128
$132K 0.03%
+21,000
129
$121K 0.02%
+12,730
130
$68K 0.01%
+20,375
131
$55K 0.01%
+14,500
132
$26K 0.01%
+15,775
133
$20K ﹤0.01%
+44,444
134
$0 ﹤0.01%
+10,000
135
$0 ﹤0.01%
+29,586