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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.75M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1
+$1.29M
2
+$1.18M
3
+$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.03%
+2,879
152
$304K 0.03%
2,950
153
$303K 0.03%
21,386
+511
154
$300K 0.03%
4,614
+450
155
$299K 0.03%
+3,710
156
$290K 0.03%
2,641
-18
157
$287K 0.03%
3,330
158
$287K 0.03%
2,887
+10
159
$285K 0.03%
+9,589
160
$285K 0.03%
1,786
161
$285K 0.03%
2,450
162
$284K 0.03%
+6,300
163
$271K 0.03%
9,100
164
$269K 0.03%
755
165
$264K 0.03%
1,504
166
$257K 0.03%
965
167
$245K 0.03%
2,000
168
$242K 0.02%
+2,302
169
$242K 0.02%
3,863
170
$241K 0.02%
6,595
-50
171
$239K 0.02%
+2,975
172
$237K 0.02%
1,550
173
$233K 0.02%
8,545
174
$221K 0.02%
6,349
175
$214K 0.02%
1,800
4 5 6
7
8