CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+4.21%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$620M
AUM Growth
+$620M
(+3.7%)
Cap. Flow
+$1.81M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
29.69%
Holding
153
New
5
Increased
27
Reduced
60
Closed
5
Top Buys
| 1 |
Kinder Morgan
KMI
|
$3.71M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.08M |
| 3 |
Chevron
CVX
|
$968K |
| 4 |
Metlife, Inc. Floating Rate Non Cuml Series A
MET.PRA
|
$898K |
| 5 |
Verizon
VZ
|
$809K |
Top Sells
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$3.76M |
| 2 |
McDonald's
MCD
|
$568K |
| 3 |
GE Aerospace
GE
|
$422K |
| 4 |
Emerson Electric
EMR
|
$401K |
| 5 |
IBM
IBM
|
$385K |
Sector Composition
| 1 | Industrials | 19.1% |
| 2 | Healthcare | 11.26% |
| 3 | Consumer Staples | 10.91% |
| 4 | Energy | 9.19% |
| 5 | Financials | 9.04% |
