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
$843M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.94M
3 +$624K
4
IBM icon
IBM
IBM
+$529K
5
VLY icon
Valley National Bancorp
VLY
+$337K

Top Sells

1 +$6.42M
2 +$886K
3 +$882K
4
F icon
Ford
F
+$641K
5
PM icon
Philip Morris
PM
+$559K

Sector Composition

1 Industrials 21.66%
2 Financials 14.07%
3 Technology 9.22%
4 Healthcare 8.55%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-11,074
177
-3,089
178
-17,372
179
-2,975
180
-1,300
181
-15,143
182
-5,720
183
-67,614