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
$553M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.35M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
APD icon
Air Products & Chemicals
APD
+$485K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$1.12M
4
DUK icon
Duke Energy
DUK
+$500K
5
SONN icon
Sonnet BioTherapeutics
SONN
+$239K

Sector Composition

1 Industrials 19.35%
2 Healthcare 11.8%
3 Energy 10.03%
4 Consumer Staples 9.89%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 4.73%
209,306
+4,567
2
$24.2M 4.38%
246,621
+1,250
3
$16.4M 2.97%
245,961
-982
4
$15.6M 2.82%
125,794
+2,006
5
$14.1M 2.54%
141,468
+3,677
6
$13.8M 2.49%
171,130
-467
7
$13.8M 2.49%
195,807
+1,850
8
$13.5M 2.44%
53,986
-300
9
$13.5M 2.43%
137,393
-127
10
$12.8M 2.32%
153,513
-13,732
11
$12.3M 2.22%
280,149
+8,225
12
$12.1M 2.19%
124,228
-265
13
$11.5M 2.08%
222,042
-3,300
14
$11M 1.99%
96,896
-695
15
$10.9M 1.97%
604,966
+11,100
16
$10.1M 1.83%
435,830
+125
17
$9.65M 1.74%
85,383
-900
18
$9.54M 1.72%
123,757
+147
19
$9.45M 1.71%
51,343
-228
20
$8.93M 1.61%
135,210
-150
21
$8.86M 1.6%
97,545
+1,875
22
$8.76M 1.58%
176,174
+41
23
$8.68M 1.57%
121,895
-7,027
24
$8.48M 1.53%
543,525
+97,625
25
$8.01M 1.45%
63,835
-565
1
2 3 4 5