CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
-0.25%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$623M
AUM Growth
+$623M
(+0.57%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
152
New
4
Increased
30
Reduced
52
Closed
3
Top Buys
| 1 |
PATI
Patriot Transportation Holding, Inc. Common Stock
PATI
|
$2.69M |
| 2 |
IBM
IBM
|
$2.52M |
| 3 |
Boeing
BA
|
$1.28M |
| 4 |
Kinder Morgan
KMI
|
$1.24M |
| 5 |
Freeport-McMoran
FCX
|
$1.14M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$595K |
| 2 |
Consolidated Edison
ED
|
$213K |
| 3 |
TotalEnergies
TTE
|
$205K |
| 4 |
3M
MMM
|
$196K |
| 5 |
Caterpillar
CAT
|
$192K |
Sector Composition
| 1 | Industrials | 19.08% |
| 2 | Healthcare | 11.52% |
| 3 | Consumer Staples | 10.52% |
| 4 | Financials | 8.9% |
| 5 | Energy | 8.83% |
