CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
-10.13%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$843M
AUM Growth
-$120M
(-12%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
33.21%
Holding
183
New
3
Increased
20
Reduced
77
Closed
12
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.55M |
| 2 |
Cigna
CI
|
$2.94M |
| 3 |
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
|
$624K |
| 4 |
IBM
IBM
|
$529K |
| 5 |
Valley National Bancorp
VLY
|
$337K |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$6.42M |
| 2 |
AT&T
T
|
$886K |
| 3 |
Boeing
BA
|
$882K |
| 4 |
Ford
F
|
$641K |
| 5 |
Philip Morris
PM
|
$559K |
Sector Composition
| 1 | Industrials | 21.66% |
| 2 | Financials | 14.07% |
| 3 | Technology | 9.22% |
| 4 | Healthcare | 8.55% |
| 5 | Consumer Staples | 8.33% |
