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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$506K 0.05%
7,100
127
$505K 0.05%
11,775
128
$501K 0.05%
14,000
129
$497K 0.05%
5,550
130
$496K 0.05%
17,029
131
$472K 0.05%
2,980
132
$462K 0.05%
8,102
+251
133
$444K 0.05%
6,572
134
$442K 0.05%
2,900
135
$439K 0.05%
1,555
+200
136
$439K 0.05%
+14,072
137
$436K 0.04%
3,904
-140
138
$424K 0.04%
32,908
139
$409K 0.04%
4,093
140
$392K 0.04%
4,820
+450
141
$377K 0.04%
4,695
+950
142
$371K 0.04%
7,420
+400
143
$371K 0.04%
28,632
144
$363K 0.04%
37,934
145
$334K 0.03%
3,150
146
$328K 0.03%
+4,900
147
$318K 0.03%
2,440
+440
148
$318K 0.03%
5,450
149
$311K 0.03%
+2,510
150
$308K 0.03%
25,686
+1,433
4 5
6
7 8