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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.24M
3
+$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1
+$1.44M
2
+$889K
3
+$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.03%
2,675
152
$277K 0.03%
37,934
153
$274K 0.03%
3,999
-121
154
$274K 0.03%
8,000
155
$272K 0.03%
2,450
-72
156
$262K 0.03%
2,963
157
$253K 0.03%
2,195
+550
158
$251K 0.03%
570
-8
159
$251K 0.03%
2,000
160
$247K 0.03%
7,200
-280
161
$235K 0.03%
2,940
+15
162
$232K 0.03%
16,229
163
$230K 0.03%
921
164
$227K 0.03%
25,253
-208
165
$226K 0.03%
2,794
-248
166
$226K 0.03%
9,100
167
$226K 0.03%
23,853
-183
168
$219K 0.03%
2,440
-25
169
$219K 0.03%
2,029
-204
170
$219K 0.03%
+33,200
171
$219K 0.03%
10,522
-1,905
172
$218K 0.03%
768
173
$218K 0.03%
2,218
-391
174
$216K 0.03%
14,092
-250
175
$212K 0.03%
1,600
-27
5 6
7
8 9