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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.7M
3
+$1.67M
4
INTU icon
Intuit
INTU
+$1.11M
5
NKE icon
Nike
NKE
+$924K

Top Sells

1
+$581K
2
+$408K
3
+$380K
4
WBA
Walgreens Boots Alliance
WBA
+$237K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 6.13%
292,093
+9,109
2
$37.6M 4.23%
112,149
-146
3
$33.2M 3.73%
273,639
+5,812
4
$29.2M 3.29%
902,488
5
$26.6M 2.99%
75,002
+1,785
6
$22.7M 2.55%
456,958
+10,052
7
$21.4M 2.41%
136,758
+484
8
$20.2M 2.27%
205,138
+2,420
9
$20.1M 2.26%
945,012
-2,190
10
$20M 2.25%
147,548
+750
11
$18.8M 2.11%
172,432
+1,920
12
$18M 2.03%
711,590
+15,500
13
$17.8M 2.01%
138,287
+1,719
14
$17.8M 2%
108,231
+3,138
15
$17.4M 1.96%
221,319
+3,138
16
$17.1M 1.92%
247,241
-984
17
$17.1M 1.92%
369,112
+8,630
18
$17M 1.91%
121,744
+1,855
19
$16.9M 1.9%
365,736
+36,140
20
$15M 1.68%
99,308
+1,050
21
$14.5M 1.63%
619,344
+11,855
22
$13.7M 1.54%
165,638
+3,495
23
$13.1M 1.47%
167,811
-866
24
$12.4M 1.4%
246,627
+6,288
25
$12.3M 1.39%
97,448
+4,271
1
2 3 4 5