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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.24M
3 +$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1 +$1.44M
2 +$889K
3 +$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$211K 0.03%
4,575
-500
177
$205K 0.03%
2,282
-25
178
$175K 0.02%
15,130
-46
179
$138K 0.02%
16,500
180
$113K 0.01%
10,510
181
$102K 0.01%
15,087
-1,393
182
$66K 0.01%
+10,000
183
$48K 0.01%
1,596
184
$15K ﹤0.01%
1,565
185
$12K ﹤0.01%
25,000
186
-5,644
187
-1,674
188
-3,482
189
-1,165
190
-3,564
191
-7,730
192
-6,671
193
-6,875
194
-12,188
195
-2,228
196
-11,010
197
-6,349
198
-6,300
199
-320
200
-4,160