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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.7M
3 +$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1 +$581K
2 +$408K
3 +$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$431K 0.05%
4,510
+55
127
$422K 0.05%
6,190
-130
128
$408K 0.05%
6,572
-250
129
$406K 0.05%
2,980
130
$400K 0.05%
+21,453
131
$399K 0.04%
7,500
-100
132
$374K 0.04%
3,395
+73
133
$368K 0.04%
1,355
+26
134
$348K 0.04%
14,321
135
$345K 0.04%
4,670
136
$335K 0.04%
4,278
-360
137
$322K 0.04%
645
-3
138
$313K 0.04%
7,279
+228
139
$304K 0.03%
5,450
140
$302K 0.03%
2,252
-93
141
$302K 0.03%
7,020
142
$300K 0.03%
4,238
+74
143
$296K 0.03%
2,750
-200
144
$284K 0.03%
4,103
-100
145
$280K 0.03%
+715
146
$269K 0.03%
1,900
147
$267K 0.03%
2,630
+7
148
$266K 0.03%
2,950
149
$265K 0.03%
5,720
150
$264K 0.03%
2,852
+12