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
$1.13B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.31M
3
+$2.03M
4
MRK icon
Merck
MRK
+$1.48M
5
CB icon
Chubb
CB
+$971K

Top Sells

1
+$5.4M
2
+$848K
3
+$815K
4
XOM icon
Exxon Mobil
XOM
+$677K
5
MMM icon
3M
MMM
+$620K

Sector Composition

1 Industrials 16.17%
2 Technology 15.93%
3 Financials 14.45%
4 Consumer Staples 11.02%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.3M 5.95%
316,129
+1,403
2
$55.5M 4.91%
263,998
-1,297
3
$51.6M 4.56%
445,267
-1,001
4
$44M 3.89%
295,807
+103
5
$40.4M 3.57%
1,939,088
-39,100
6
$32.2M 2.85%
146,890
+170
7
$29.8M 2.64%
88,108
+135
8
$25.9M 2.29%
501,080
-547
9
$25.3M 2.24%
186,587
+5,066
10
$25.3M 2.23%
182,304
+321
11
$24.8M 2.19%
73,199
-371
12
$24.3M 2.15%
174,846
+1,318
13
$23.5M 2.08%
66,131
+431
14
$23.4M 2.07%
431,951
-165
15
$22.8M 2.02%
152,786
+162
16
$22.4M 1.98%
80,797
+130
17
$22.4M 1.98%
113,699
+2,225
18
$21.8M 1.93%
842,610
-6,771
19
$21.7M 1.92%
101,386
-443
20
$21.3M 1.88%
358,025
-140
21
$21.2M 1.87%
95,635
-24,382
22
$18.5M 1.63%
48,188
-82
23
$18.2M 1.61%
61,016
-163
24
$17.3M 1.53%
263,075
-1,185
25
$16.1M 1.43%
167,583
-382
1
2 3 4 5