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
201
$275K 0.02%
9,100
202
$273K 0.02%
3,432
203
$267K 0.02%
2,585
204
$264K 0.02%
14,650
205
$261K 0.02%
1,818
206
$260K 0.02%
1,147
207
$256K 0.02%
4,401
-1,000
208
$256K 0.02%
+3,534
209
$250K 0.02%
6,734
210
$249K 0.02%
+3,660
211
$240K 0.02%
1,650
-86
212
$239K 0.02%
2,044
-1,411
213
$239K 0.02%
5,244
-1,355
214
$237K 0.02%
+4,522
215
$236K 0.02%
2,364
-67
216
$234K 0.02%
+5,100
217
$232K 0.02%
+6,300
218
$231K 0.02%
875
219
$228K 0.02%
1,174
-500
220
$224K 0.02%
+1,042
221
$223K 0.02%
16,500
222
$215K 0.02%
+5,644
223
$215K 0.02%
+6,349
224
$215K 0.02%
+1,235
225
$214K 0.02%
1,850
-600
6 7 8
9
10