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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.1M 6.16%
322,755
+5,420
2
$75.1M 5.25%
266,233
-742
3
$66.7M 4.66%
471,488
+5,225
4
$53.2M 3.72%
1,903,030
-6,800
5
$48.1M 3.37%
298,076
+3,126
6
$36.8M 2.58%
152,817
+2,062
7
$36.4M 2.55%
140,074
+3,484
8
$36.4M 2.55%
75,718
+1,720
9
$33.3M 2.33%
74,156
+2,325
10
$32.2M 2.25%
96,089
-330
11
$31.6M 2.21%
90,869
+2,250
12
$31.5M 2.2%
186,120
+4,586
13
$30.5M 2.13%
93,011
+3,219
14
$30M 2.1%
156,488
+2,308
15
$29.4M 2.06%
179,690
+6,466
16
$28.3M 1.98%
188,083
+5,577
17
$27.8M 1.95%
448,887
+11,011
18
$25.7M 1.8%
273,294
+6,510
19
$25.5M 1.78%
292,364
+12,970
20
$25.3M 1.77%
180,625
+4,774
21
$25.2M 1.76%
848,040
+15,450
22
$24.9M 1.74%
467,242
-21,897
23
$24.7M 1.73%
103,254
+1,885
24
$22.1M 1.55%
409,895
+21,793
25
$18.7M 1.31%
113,780
+9,360
1
2 3 4 5