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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$504K 0.04%
1,225
152
$496K 0.04%
19,340
153
$476K 0.04%
5,201
+8
154
$473K 0.04%
3,080
155
$471K 0.04%
3,920
156
$468K 0.04%
2,476
+27
157
$459K 0.04%
8,875
158
$458K 0.04%
+7,590
159
$455K 0.04%
3,605
-500
160
$439K 0.04%
6,078
+100
161
$436K 0.03%
28,632
162
$427K 0.03%
5,465
163
$412K 0.03%
30,123
-52,240
164
$410K 0.03%
3,479
+297
165
$408K 0.03%
10,549
-1,003
166
$408K 0.03%
15,942
167
$403K 0.03%
7,575
168
$401K 0.03%
2,440
169
$399K 0.03%
5,750
170
$399K 0.03%
3,674
171
$395K 0.03%
18,125
172
$389K 0.03%
8,784
173
$383K 0.03%
2,710
+17
174
$370K 0.03%
37,934
175
$369K 0.03%
18,831
5 6
7
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