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
$1.25B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$920K
5
HD icon
Home Depot
HD
+$816K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$970K
4
XOM icon
Exxon Mobil
XOM
+$752K
5
KMI icon
Kinder Morgan
KMI
+$715K

Sector Composition

1 Industrials 16.58%
2 Technology 15.72%
3 Financials 15.25%
4 Consumer Staples 10.48%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$357K 0.03%
2,218
177
$353K 0.03%
+18,854
178
$350K 0.03%
350
179
$349K 0.03%
2,339
180
$344K 0.03%
4,285
-2,000
181
$339K 0.03%
616
182
$334K 0.03%
1,066
+91
183
$331K 0.03%
2,185
184
$327K 0.03%
900
185
$327K 0.03%
1,304
186
$323K 0.03%
3,656
+116
187
$322K 0.03%
3,409
+35
188
$316K 0.03%
2,988
+19
189
$310K 0.02%
19,253
190
$310K 0.02%
10,522
191
$308K 0.02%
2,082
192
$307K 0.02%
4,440
193
$300K 0.02%
8,000
194
$300K 0.02%
1,767
195
$298K 0.02%
1,711
196
$297K 0.02%
1,900
197
$297K 0.02%
2,615
+213
198
$293K 0.02%
4,746
199
$285K 0.02%
6,400
200
$279K 0.02%
2,925
6 7
8
9 10