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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$2.33M
3 +$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1 +$2.11M
2 +$942K
3 +$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$293K 0.04%
4,670
127
$270K 0.03%
3,510
128
$256K 0.03%
2,345
129
$255K 0.03%
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130
$254K 0.03%
1,488
131
$253K 0.03%
2,775
+10
132
$248K 0.03%
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133
$247K 0.03%
2,950
134
$242K 0.03%
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135
$242K 0.03%
2,705
136
$241K 0.03%
1,626
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137
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2,520
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138
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530
139
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140
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141
$235K 0.03%
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142
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143
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144
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146
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147
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148
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149
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4,166
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150
$214K 0.03%
+4,000