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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.01M
3
+$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1
+$586K
2
+$500K
3
+$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$564K 0.04%
3,456
152
$560K 0.04%
3,373
+1,030
153
$539K 0.04%
3,679
154
$539K 0.04%
4,656
155
$524K 0.04%
3,448
156
$519K 0.03%
20,031
+1,200
157
$517K 0.03%
+5,572
158
$501K 0.03%
12,525
159
$500K 0.03%
5,235
160
$497K 0.03%
3,837
161
$491K 0.03%
15,282
+5,000
162
$490K 0.03%
5,901
163
$486K 0.03%
8,895
164
$482K 0.03%
350
165
$481K 0.03%
7,857
-87
166
$481K 0.03%
3,055
167
$475K 0.03%
3,593
168
$472K 0.03%
5,465
169
$469K 0.03%
5,300
170
$462K 0.03%
4,381
+2
171
$442K 0.03%
5,750
172
$436K 0.03%
2,213
+31
173
$432K 0.03%
1,214
174
$431K 0.03%
3,480
175
$430K 0.03%
1,900
5 6
7
8 9