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
$843M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.94M
3
+$624K
4
IBM icon
IBM
IBM
+$529K
5
VLY icon
Valley National Bancorp
VLY
+$337K

Top Sells

1
+$6.42M
2
+$886K
3
+$882K
4
F icon
Ford
F
+$641K
5
PM icon
Philip Morris
PM
+$559K

Sector Composition

1 Industrials 21.66%
2 Financials 14.07%
3 Technology 9.22%
4 Healthcare 8.55%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.05%
2,980
127
$394K 0.05%
4,044
+2,177
128
$391K 0.05%
28,632
129
$386K 0.05%
6,572
130
$381K 0.05%
2,900
131
$376K 0.04%
4,093
-350
132
$367K 0.04%
24,253
133
$342K 0.04%
7,887
134
$339K 0.04%
32,908
-1,200
135
$339K 0.04%
1,355
136
$337K 0.04%
+37,934
137
$320K 0.04%
7,020
138
$298K 0.04%
3,150
139
$295K 0.04%
2,252
140
$293K 0.03%
5,450
141
$288K 0.03%
4,370
142
$279K 0.03%
20,875
-10,000
143
$274K 0.03%
2,950
144
$260K 0.03%
4,164
145
$260K 0.03%
2,659
+19
146
$258K 0.03%
2,877
+14
147
$256K 0.03%
3,330
-34
148
$249K 0.03%
2,000
149
$244K 0.03%
3,745
-26
150
$240K 0.03%
+9,100
4 5
6
7 8