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
276
$27.8K 0.02%
+483
277
$27.5K 0.02%
+80
278
$27.5K 0.02%
+117
279
$27.3K 0.02%
+2,053
280
$25.7K 0.02%
+500
281
$25.5K 0.02%
+471
282
$25.4K 0.02%
+1,000
283
$25.2K 0.02%
+111
284
$25.1K 0.02%
+195
285
$25.1K 0.02%
+75
286
$24.8K 0.02%
+315
287
$24.8K 0.02%
+255
288
$24.3K 0.02%
+640
289
$24.2K 0.02%
+589
290
$23.8K 0.02%
+60
291
$23.7K 0.02%
+49
292
$23.4K 0.02%
+110
293
$23.3K 0.02%
+100
294
$23K 0.02%
+81
295
$23K 0.02%
+44
296
$23K 0.02%
+400
297
$22.6K 0.02%
+218
298
$22.5K 0.02%
+200
299
$22.3K 0.01%
+501
300
$22K 0.01%
+175