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
$505M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$901K
3
+$803K
4
DE icon
Deere & Co
DE
+$489K
5
CVX icon
Chevron
CVX
+$477K

Top Sells

1
+$720K
2
+$612K
3
+$506K
4
VMC icon
Vulcan Materials
VMC
+$488K
5
ESRX
Express Scripts Holding Company
ESRX
+$446K

Sector Composition

1 Industrials 18.09%
2 Healthcare 11.26%
3 Consumer Staples 10.75%
4 Energy 10.09%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.04%
3,100
127
$211K 0.04%
4,200
128
$202K 0.04%
+1,750
129
$201K 0.04%
9,194
130
$173K 0.03%
21,000
131
$113K 0.02%
14,500
132
$102K 0.02%
10,990
-1,740
133
$100K 0.02%
44,444
134
$68K 0.01%
20,375
135
$62K 0.01%
15,775
136
– –
-3,593
137
$0 ﹤0.01%
10,000
138
$0 ﹤0.01%
27,979
-1,607
2 3 4 5
6