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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.03%
2,218
177
$386K 0.03%
10,522
178
$378K 0.03%
18,747
-506
179
$373K 0.03%
1,304
180
$368K 0.03%
3,014
+13
181
$364K 0.03%
1,900
182
$364K 0.03%
18,125
183
$358K 0.03%
2,082
184
$358K 0.03%
2,185
185
$349K 0.02%
3,656
186
$347K 0.02%
1,767
187
$346K 0.02%
975
188
$345K 0.02%
4,285
189
$343K 0.02%
6,400
190
$339K 0.02%
+2,682
191
$339K 0.02%
616
192
$332K 0.02%
4,440
193
$329K 0.02%
6,509
194
$329K 0.02%
2,615
195
$322K 0.02%
4,553
196
$317K 0.02%
4,944
197
$314K 0.02%
8,000
198
$312K 0.02%
900
199
$312K 0.02%
1,711
200
$308K 0.02%
3,374
6 7
8
9 10