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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$811K 0.06%
4,542
127
$803K 0.06%
5,678
+68
128
$791K 0.06%
19,000
129
$771K 0.06%
4,659
130
$758K 0.06%
9,105
131
$750K 0.06%
5,200
132
$742K 0.06%
13,788
-1,203
133
$727K 0.06%
13,102
-704
134
$718K 0.06%
4,748
135
$707K 0.06%
1,998
136
$705K 0.06%
3,031
+32
137
$695K 0.06%
8,850
138
$692K 0.06%
52,960
+19,560
139
$668K 0.05%
1,010
+5
140
$624K 0.05%
17,862
-3,213
141
$605K 0.05%
2,476
142
$598K 0.05%
2,305
143
$586K 0.05%
7,786
144
$584K 0.05%
8,547
145
$567K 0.05%
6,500
-200
146
$548K 0.04%
4,990
147
$547K 0.04%
3,677
-1,000
148
$540K 0.04%
5,235
149
$533K 0.04%
+13,830
150
$509K 0.04%
3,169
-2,400
4 5
6
7 8