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
$963M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.61M
3
+$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$1.42M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.38M

Top Sells

1
+$2.05M
2
+$800K
3
+$605K
4
CL icon
Colgate-Palmolive
CL
+$527K
5
WFC icon
Wells Fargo
WFC
+$515K

Sector Composition

1 Industrials 23.02%
2 Financials 13.68%
3 Technology 9.51%
4 Healthcare 8.44%
5 Consumer Staples 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.03%
2,950
152
$262K 0.03%
2,975
-100
153
$261K 0.03%
965
154
$260K 0.03%
3,364
155
$257K 0.03%
545
-100
156
$257K 0.03%
6,349
157
$252K 0.03%
1,550
+50
158
$251K 0.03%
2,450
-300
159
$250K 0.03%
1,200
160
$247K 0.03%
6,645
161
$244K 0.03%
+2,000
162
$240K 0.02%
1,626
163
$236K 0.02%
5,720
164
$235K 0.02%
1,800
165
$228K 0.02%
8,685
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166
$226K 0.02%
+2,610
167
$223K 0.02%
2,921
168
$218K 0.02%
+1,867
169
$212K 0.02%
+5,300
170
$212K 0.02%
1,300
-600
171
$203K 0.02%
3,089
172
$199K 0.02%
+16,500
173
$181K 0.02%
10,510
174
$139K 0.01%
2,600
175
$90K 0.01%
38,500
4 5 6
7
8