CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
1-Year Return
17.18%
This Quarter Return
+5.88%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.43B
AUM Growth
+$65.4M
(+4.8%)
Cap. Flow
-$6.08M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
35.26%
Holding
237
New
6
Increased
24
Reduced
90
Closed
5
Top Buys
| 1 |
Goldman Sachs
GS
|
$2.49M |
| 2 |
Amazon
AMZN
|
$1.7M |
| 3 |
Oracle
ORCL
|
$994K |
| 4 |
Home Depot
HD
|
$434K |
| 5 |
Organon & Co
OGN
|
$424K |
Top Sells
| 1 |
Intel
INTC
|
$1.1M |
| 2 |
3M
MMM
|
$651K |
| 3 |
Microsoft
MSFT
|
$607K |
| 4 |
Vulcan Materials
VMC
|
$607K |
| 5 |
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% |
