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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.7M
3 +$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1 +$581K
2 +$408K
3 +$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$17K ﹤0.01%
15,143
177
-1,400
178
-2,000
179
-2,610
180
-4,968
181
-3,700
182
-1,262
183
-4,975
184
-2