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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.02M
3 +$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1 +$749K
2 +$667K
3 +$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$81.5M 5.97%
319,066
+2,334
2
$63.5M 4.65%
269,217
+2,860
3
$57M 4.18%
466,957
+12,906
4
$48.8M 3.58%
297,153
+3,143
5
$47.4M 3.47%
1,924,188
-8,600
6
$36.4M 2.67%
97,369
+1,289
7
$35.9M 2.63%
154,700
+1,882
8
$35.5M 2.6%
74,556
+1,027
9
$34.2M 2.51%
152,660
+5,459
10
$33.2M 2.43%
136,680
+11,949
11
$32.6M 2.38%
508,752
-183
12
$31.9M 2.33%
89,504
+1,246
13
$31.2M 2.29%
185,023
+5,233
14
$27.3M 2%
439,119
+7,911
15
$27.3M 2%
101,534
+1,488
16
$27M 1.98%
88,431
+4,561
17
$26.9M 1.97%
838,035
-1,113
18
$26.6M 1.95%
174,759
+6,077
19
$26.1M 1.91%
184,311
+2,380
20
$25.4M 1.86%
71,969
+5,038
21
$24.4M 1.79%
270,219
+4,359
22
$24.1M 1.76%
177,652
+2,729
23
$22.5M 1.65%
387,078
+18,514
24
$18.7M 1.37%
266,619
+28,851
25
$17.6M 1.29%
62,554
+1,278