CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
+15.56%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.04B
AUM Growth
+$240M
(+30%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
12.9%
Top 10 Holdings %
Top 10 Hldgs %
35.08%
Holding
220
New
35
Increased
96
Reduced
43
Closed
5
Top Buys
| 1 |
FRP Holdings
FRPH
|
$21.6M |
| 2 |
Home Depot
HD
|
$11.9M |
| 3 |
Microsoft
MSFT
|
$6.18M |
| 4 |
Apple
AAPL
|
$5.1M |
| 5 |
Merck
MRK
|
$4.7M |
Top Sells
| 1 |
ANAT
American National Group, Inc. Common Stock
ANAT
|
$5.77M |
| 2 |
RTX Corp
RTX
|
$3.98M |
| 3 |
3M
MMM
|
$776K |
| 4 |
Cracker Barrel
CBRL
|
$627K |
| 5 |
RTN
Raytheon Company
RTN
|
$626K |
Sector Composition
| 1 | Technology | 16.27% |
| 2 | Industrials | 16.24% |
| 3 | Financials | 14.14% |
| 4 | Consumer Staples | 10.87% |
| 5 | Healthcare | 9.14% |
