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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$263K 0.03%
1,817
-23
152
$260K 0.03%
6,349
153
$256K 0.03%
3,745
154
$254K 0.03%
9,566
-421
155
$251K 0.03%
6,645
156
$250K 0.03%
1,504
-3
157
$242K 0.03%
4,000
158
$235K 0.03%
965
159
$234K 0.03%
3,075
-75
160
$234K 0.03%
1,500
161
$228K 0.03%
2,921
162
$228K 0.03%
3,364
163
$227K 0.03%
1,626
164
$216K 0.02%
+1,800
165
$205K 0.02%
+2,000
166
$204K 0.02%
1,200
167
$203K 0.02%
+3,089
168
$200K 0.02%
6,242
-1,000
169
$200K 0.02%
4,400
170
$173K 0.02%
10,510
171
$131K 0.01%
2,600
172
$94K 0.01%
3,350
173
$94K 0.01%
38,500
174
$82K 0.01%
17,372
175
$35K ﹤0.01%
1,596
4 5 6
7
8