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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$902K 0.06%
37,291
-1,135
127
$890K 0.06%
13,260
-503
128
$883K 0.06%
5,200
129
$868K 0.06%
4,659
130
$848K 0.06%
18,770
+1,000
131
$839K 0.06%
2,874
-50
132
$819K 0.06%
12,944
-74
133
$797K 0.06%
1,998
134
$770K 0.05%
9,105
135
$740K 0.05%
4,590
136
$738K 0.05%
5,210
-400
137
$725K 0.05%
1,005
138
$717K 0.05%
7,475
139
$703K 0.05%
3,099
+68
140
$682K 0.05%
3,625
-52
141
$668K 0.05%
8,550
-300
142
$659K 0.05%
18,095
-125
143
$658K 0.05%
14,212
-3,600
144
$636K 0.04%
2,305
145
$615K 0.04%
3,169
146
$588K 0.04%
2,476
147
$586K 0.04%
2,713
+237
148
$581K 0.04%
3,920
149
$576K 0.04%
8,547
150
$573K 0.04%
7,786
4 5
6
7 8