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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 6.09%
265,001
+5,790
2
$30.7M 4.33%
266,214
+4,001
3
$20M 2.82%
66,191
-370
4
$19.9M 2.8%
131,231
-743
5
$17.8M 2.5%
169,649
+377
6
$16.8M 2.37%
108,118
+2,665
7
$16.7M 2.36%
137,377
+1,976
8
$16M 2.25%
324,555
+1,450
9
$15.5M 2.19%
666,240
+2,050
10
$15.4M 2.17%
102,827
-304
11
$15.2M 2.14%
121,323
+23,848
12
$14.5M 2.04%
171,936
-474
13
$14.2M 2.01%
157,635
+3,991
14
$13.2M 1.86%
142,408
-3,485
15
$13.2M 1.86%
698,338
16
$12.8M 1.81%
229,588
+3,450
17
$12.1M 1.7%
226,029
+11,416
18
$12.1M 1.7%
174,712
+8,333
19
$12M 1.69%
543,589
+1,800
20
$11.9M 1.68%
992,274
-6,900
21
$11.8M 1.66%
114,194
+4,775
22
$11.5M 1.63%
197,526
-1,300
23
$11.3M 1.59%
310,949
+1,302
24
$11.2M 1.57%
202,545
-10,755
25
$11M 1.55%
101,838
+2,608
1
2 3 4 5