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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$796K 0.07%
14,341
-633
127
$770K 0.07%
4,659
-84
128
$744K 0.07%
9,105
129
$737K 0.07%
4,542
-158
130
$695K 0.06%
21,075
-5,900
131
$664K 0.06%
2,874
-300
132
$655K 0.06%
4,250
133
$650K 0.06%
13,806
-805
134
$647K 0.06%
4,677
-144
135
$641K 0.06%
1,137
136
$640K 0.06%
8,850
137
$635K 0.06%
5,200
-150
138
$628K 0.06%
6,700
139
$627K 0.06%
+1,005
140
$622K 0.06%
1,998
141
$615K 0.05%
7,786
-37
142
$562K 0.05%
2,476
-24
143
$562K 0.05%
19,000
-874
144
$531K 0.05%
4,990
145
$525K 0.05%
+4,748
146
$505K 0.04%
6,285
-64
147
$493K 0.04%
2,305
148
$476K 0.04%
8,547
149
$465K 0.04%
5,978
-250
150
$465K 0.04%
14,991
-4,093
4 5
6
7 8