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
$632M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$915K
3 +$789K
4
LMT icon
Lockheed Martin
LMT
+$689K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$687K

Top Sells

1 +$397K
2 +$392K
3 +$291K
4
GLD icon
SPDR Gold Trust
GLD
+$286K
5
APD icon
Air Products & Chemicals
APD
+$274K

Sector Composition

1 Industrials 19.37%
2 Consumer Staples 11.75%
3 Healthcare 10.73%
4 Financials 8.98%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$264K 0.04%
15,500
-100
127
$247K 0.04%
1,201
128
$246K 0.04%
4,500
129
$237K 0.04%
3,302
130
$230K 0.04%
4,006
-100
131
$224K 0.04%
+2,920
132
$224K 0.04%
+2
133
$221K 0.04%
+23,132
134
$220K 0.03%
6,984
-176
135
$188K 0.03%
18,119
136
$74K 0.01%
3,350
-467
137
$67K 0.01%
15,143
138
$66K 0.01%
45,375
139
0
140
-1,796
141
-15,500
142
-27,979