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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$407K 0.05%
13,914
-578
127
$404K 0.05%
5,401
-82
128
$396K 0.05%
19,074
-65
129
$394K 0.05%
12,310
-2,798
130
$387K 0.05%
4,990
-60
131
$375K 0.05%
10,975
-600
132
$366K 0.05%
5,173
-1,668
133
$366K 0.05%
7,500
-1,611
134
$359K 0.05%
2,492
135
$356K 0.04%
2,787
-106
136
$328K 0.04%
1,030
137
$321K 0.04%
3,456
138
$318K 0.04%
350
139
$315K 0.04%
1,749
+135
140
$309K 0.04%
28,632
141
$307K 0.04%
3,724
+275
142
$305K 0.04%
3,920
-11
143
$300K 0.04%
2,472
-25
144
$297K 0.04%
3,291
145
$295K 0.04%
7,672
+1,100
146
$290K 0.04%
2,925
-25
147
$287K 0.04%
1,319
+350
148
$284K 0.04%
2,316
+178
149
$282K 0.04%
2,044
150
$277K 0.03%
11,804
-1,705
4 5
6
7 8