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
$1.5B
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.01M
3
+$1.68M
4
MSFT icon
Microsoft
MSFT
+$1.57M
5
BAC icon
Bank of America
BAC
+$1.16M

Top Sells

1
+$586K
2
+$500K
3
+$348K
4
NSC icon
Norfolk Southern
NSC
+$296K
5
WFC icon
Wells Fargo
WFC
+$259K

Sector Composition

1 Technology 16.4%
2 Industrials 15.89%
3 Financials 14.98%
4 Consumer Staples 10.39%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$300K 0.02%
900
-5
202
$300K 0.02%
2,319
-156
203
$298K 0.02%
3,204
204
$290K 0.02%
8,254
205
$286K 0.02%
616
206
$284K 0.02%
5,233
+26
207
$282K 0.02%
5,381
208
$276K 0.02%
2,174
209
$274K 0.02%
1,147
210
$267K 0.02%
2,331
211
$267K 0.02%
3,992
212
$260K 0.02%
3,480
213
$254K 0.02%
1,000
214
$252K 0.02%
3,534
215
$252K 0.02%
800
216
$251K 0.02%
700
217
$246K 0.02%
803
218
$246K 0.02%
995
-6
219
$245K 0.02%
1,810
220
$241K 0.02%
2,200
221
$237K 0.02%
4,745
-500
222
$233K 0.02%
1,300
223
$233K 0.02%
2,888
-108
224
$230K 0.02%
1,718
+107
225
$230K 0.02%
5,500
6 7 8
9
10