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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$453K 0.04%
7,500
152
$452K 0.04%
33,400
+200
153
$446K 0.04%
3,080
-21
154
$445K 0.04%
4,105
-175
155
$432K 0.04%
5,465
156
$425K 0.04%
15,942
-1,125
157
$422K 0.04%
+5,235
158
$420K 0.04%
5,193
+9
159
$417K 0.04%
1,225
-125
160
$416K 0.04%
2,449
-14
161
$400K 0.04%
3,920
162
$391K 0.03%
8,875
163
$386K 0.03%
19,340
-3,650
164
$360K 0.03%
3,182
-100
165
$359K 0.03%
3,455
+100
166
$359K 0.03%
8,784
167
$350K 0.03%
5,750
168
$346K 0.03%
28,632
169
$346K 0.03%
2,693
+9
170
$341K 0.03%
5,401
-35
171
$340K 0.03%
7,575
-565
172
$335K 0.03%
3,674
173
$333K 0.03%
11,552
-688
174
$326K 0.03%
2,218
175
$320K 0.03%
18,125
5 6
7
8 9