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
201
$248K 0.02%
9,100
202
$245K 0.02%
2,431
+138
203
$243K 0.02%
2,082
-225
204
$242K 0.02%
+1,147
205
$233K 0.02%
6,400
-869
206
$233K 0.02%
1,900
207
$231K 0.02%
+6,734
208
$230K 0.02%
14,650
209
$229K 0.02%
1,600
210
$228K 0.02%
4,440
211
$228K 0.02%
+1,818
212
$222K 0.02%
19,253
213
$210K 0.02%
+1,736
214
$208K 0.02%
+875
215
$205K 0.02%
+4,746
216
$201K 0.02%
4,150
-425
217
$181K 0.02%
16,500
218
$148K 0.01%
10,596
219
$145K 0.01%
14,528
-85
220
$135K 0.01%
13,400
-7,000
221
$105K 0.01%
10,666
222
$61K 0.01%
1,596
223
$9K ﹤0.01%
1,020
-525
224
– –
-1,828
225
– –
-33,619
6 7 8
9
10