CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
+7.01%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.6B
AUM Growth
+$97.4M
(+6.5%)
Cap. Flow
+$4.88M
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
247
New
5
Increased
46
Reduced
69
Closed
11
Top Buys
| 1 |
Mastercard
MA
|
$5.75M |
| 2 |
Intuitive Surgical
ISRG
|
$2.62M |
| 3 |
Packaging Corp of America
PKG
|
$1.7M |
| 4 |
WESCO International
WCC
|
$1.45M |
| 5 |
Oracle
ORCL
|
$1.21M |
Top Sells
| 1 |
PayPal
PYPL
|
$6.83M |
| 2 |
AbbVie
ABBV
|
$2.04M |
| 3 |
Freeport-McMoran
FCX
|
$1.71M |
| 4 |
Verizon
VZ
|
$534K |
| 5 |
ProShares UltraShort S&P500
SDS
|
$501K |
Sector Composition
| 1 | Technology | 17.91% |
| 2 | Industrials | 15.56% |
| 3 | Financials | 15.11% |
| 4 | Consumer Staples | 10.06% |
| 5 | Healthcare | 8.49% |
