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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$304K 0.02%
1,650
202
$303K 0.02%
4,401
203
$302K 0.02%
9,100
204
$289K 0.02%
3,534
205
$286K 0.02%
5,644
206
$285K 0.02%
2,585
207
$283K 0.02%
2,364
208
$282K 0.02%
5,245
209
$281K 0.02%
2,925
210
$281K 0.02%
1,818
211
$280K 0.02%
1,147
212
$261K 0.02%
1,048
213
$260K 0.02%
6,349
214
$259K 0.02%
2,755
+25
215
$258K 0.02%
13,100
-1,550
216
$254K 0.02%
6,300
217
$252K 0.02%
870
218
$251K 0.02%
2,737
-282
219
$250K 0.02%
16,500
220
$247K 0.02%
3,300
-132
221
$244K 0.02%
1,968
-22
222
$242K 0.02%
+1,200
223
$241K 0.02%
12,310
+1,714
224
$239K 0.02%
4,195
225
$229K 0.02%
1,200
6 7 8
9
10