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
$486M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$21.9M
3 +$14.5M
4
MCD icon
McDonald's
MCD
+$13.6M
5
EMR icon
Emerson Electric
EMR
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.12%
2 Consumer Staples 11.41%
3 Healthcare 10.31%
4 Energy 9.98%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.5M 4.63%
+201,129
2
$21.9M 4.49%
+254,505
3
$14.5M 2.97%
+176,803
4
$13.6M 2.8%
+137,536
5
$13.5M 2.78%
+247,766
6
$13.5M 2.77%
+174,825
7
$13.4M 2.75%
+120,445
8
$12.3M 2.53%
+278,973
9
$11.8M 2.43%
+195,094
10
$11.4M 2.34%
+54,035
11
$11.3M 2.31%
+136,401
12
$11M 2.25%
+121,282
13
$10.4M 2.13%
+232,205
14
$10.3M 2.12%
+423,955
15
$9.55M 1.97%
+52,284
16
$9.16M 1.88%
+100,210
17
$8.8M 1.81%
+130,327
18
$8.43M 1.73%
+561,266
19
$8.4M 1.73%
+84,411
20
$8.37M 1.72%
+208,643
21
$7.49M 1.54%
+127,214
22
$6.96M 1.43%
+168,610
23
$6.93M 1.42%
+58,145
24
$6.87M 1.41%
+111,238
25
$6.75M 1.39%
+65,850