HYMAN CHARLES D Information

224 PONTE VEDRA PARK DRIVE, PONTE VEDRA BEACH, Florida, 32082,

Report Date: 03/31/2014

Position Statistics

Total Positions 148
New Positions 4
Increased Positions 51
Decreased Positions 53
Positions with Activity 104
Sold Out Positions 3
Total Mkt Value (in $ millions) 574

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.62%
Capital Goods 10.63%
Conglomerates
Consumer Cyclical 3.34%
Consumer/Non-Cyclical 11.07%
Energy 10.06%
Financial 22.26%
Healthcare 8.38%
Services 9.09%
Technology 9.14%
Transportation 4.35%
Utilities 6.79%

104 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 26,837 586 2.23 209,306
JOHNSON & JOHNSON COM 26,073 132 .51 246,621
CONOCOPHILLIPS COM 16,847 159 .95 195,807
EMERSON ELEC CO COM 16,684 -67 (0.4) 245,961
GENERAL ELECTRIC CO COM 15,897 254 1.62 602,862
CATERPILLAR INC DEL COM 15,485 402 2.67 141,468
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 13,935 -77 (0.55) 53,986
PROCTER & GAMBLE CO COM 13,786 -38 (0.27) 171,130
PEPSICO INC COM 13,775 -1,232 (8.21) 153,513
MCDONALDS CORP COM 13,752 -13 (0.09) 137,393
EXXON MOBIL CORP COM 12,774 -27 (0.21) 124,228
SOUTHERN CO COM 12,478 366 3.03 280,149
3M CO COM 11,712 -84 (0.71) 81,017
BRISTOL MYERS SQUIBB CO COM 10,627 -158 (1.46) 222,042
PATRIOT TRANSN HLDG INC COM 10,602 195 1.87 302,483
METLIFE INC PFD A FLT RATE 10,364 3 .03 435,830
AMERICAN NATL INS CO COM 9,821 -104 (1.04) 85,383
PHILLIPS 66 COM 9,811 12 .12 123,757
WALGREEN CO COM 9,616 -11 (0.11) 135,210
FORD MTR CO DEL COM PAR $0.01 9,300 1,670 21.89 543,525


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