BOJHT

Bank of Jackson Hole Trust Portfolio holdings

AUM $176M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$7.08M
3 +$7.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.91M
5
NVDA icon
NVIDIA
NVDA
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.03%
2 Financials 9.49%
3 Industrials 6.46%
4 Consumer Discretionary 6.21%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$41.5K 0.03%
+486
252
$40.6K 0.03%
+205
253
$40.3K 0.03%
+171
254
$40.3K 0.03%
+38
255
$39.6K 0.03%
+683
256
$38.5K 0.03%
+348
257
$36.9K 0.02%
+744
258
$36.7K 0.02%
+650
259
$36.1K 0.02%
+408
260
$35K 0.02%
+361
261
$34.8K 0.02%
+50
262
$34.3K 0.02%
+120
263
$34.1K 0.02%
+92
264
$33.9K 0.02%
+531
265
$32.2K 0.02%
+605
266
$31.9K 0.02%
+1,000
267
$31.6K 0.02%
+404
268
$31K 0.02%
+200
269
$30.7K 0.02%
+66
270
$30.7K 0.02%
+498
271
$29.8K 0.02%
+351
272
$29.6K 0.02%
+180
273
$29.3K 0.02%
+278
274
$29.1K 0.02%
+500
275
$29.1K 0.02%
+2,941