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
$973M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$1.75M
3 +$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.19M

Top Sells

1 +$1.29M
2 +$1.18M
3 +$264K
4
F icon
Ford
F
+$240K
5
KMI icon
Kinder Morgan
KMI
+$238K

Sector Composition

1 Industrials 21.93%
2 Financials 13.22%
3 Technology 10.57%
4 Consumer Staples 8.57%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$208K 0.02%
+1,626
177
$206K 0.02%
+2,265
178
$204K 0.02%
+3,443
179
$201K 0.02%
4,000
+1,400
180
$201K 0.02%
+735
181
$180K 0.02%
10,510
182
$170K 0.02%
+13,100
183
$167K 0.02%
16,500
184
$108K 0.01%
+11,800
185
$87K 0.01%
1,596
186
$69K 0.01%
2,650
187
$62K 0.01%
+1,865
188
$62K 0.01%
100
189
$38K ﹤0.01%
38,500
190
-545