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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.03%
2,440
177
$299K 0.03%
616
178
$297K 0.03%
18,831
-2,561
179
$296K 0.03%
2,185
180
$295K 0.03%
900
181
$295K 0.03%
3,540
182
$293K 0.03%
3,374
-30
183
$289K 0.03%
8,000
184
$288K 0.03%
1,304
185
$283K 0.03%
2,450
186
$280K 0.02%
2,925
187
$280K 0.02%
1,711
-333
188
$274K 0.02%
2,969
+14
189
$273K 0.02%
350
190
$271K 0.02%
975
191
$264K 0.02%
4,031
-8,279
192
$260K 0.02%
37,934
193
$258K 0.02%
1,674
194
$258K 0.02%
3,432
195
$257K 0.02%
2,339
-200
196
$256K 0.02%
1,767
197
$253K 0.02%
2,585
-209
198
$253K 0.02%
10,522
199
$253K 0.02%
2,402
-561
200
$251K 0.02%
6,599
-1,200
6 7
8
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