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
$797M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.24M
3 +$1.01M
4
MRK icon
Merck
MRK
+$683K
5
VZ icon
Verizon
VZ
+$543K

Top Sells

1 +$1.44M
2 +$889K
3 +$826K
4
ORCL icon
Oracle
ORCL
+$757K
5
MMM icon
3M
MMM
+$652K

Sector Composition

1 Industrials 17.43%
2 Financials 14.9%
3 Technology 14.55%
4 Consumer Staples 11.9%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,674
202
-954
203
-4,522
204
-6,045
205
-1,520
206
-750
207
-1,245
208
-2,107
209
-4,347