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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.01M
3
+$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1
+$586K
2
+$500K
3
+$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$430K 0.03%
2,875
-61
177
$425K 0.03%
2,756
+168
178
$388K 0.03%
7,465
179
$383K 0.03%
4,570
180
$377K 0.03%
21,520
+694
181
$372K 0.02%
6,646
182
$368K 0.02%
4,250
183
$359K 0.02%
1,004
184
$353K 0.02%
1,204
185
$353K 0.02%
1,826
+115
186
$351K 0.02%
37,934
187
$346K 0.02%
8,763
188
$337K 0.02%
1,767
189
$331K 0.02%
9,523
-75
190
$329K 0.02%
2,925
191
$324K 0.02%
17,710
192
$316K 0.02%
2,534
+22
193
$315K 0.02%
3,424
+43
194
$313K 0.02%
16,866
+2,150
195
$310K 0.02%
1,223
196
$309K 0.02%
870
197
$305K 0.02%
1,450
198
$304K 0.02%
1,650
199
$303K 0.02%
+3,661
200
$301K 0.02%
3,515
6 7
8
9 10