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
301
$21.7K 0.01%
+400
302
$21.7K 0.01%
+23
303
$21.6K 0.01%
+200
304
$21.6K 0.01%
+215
305
$21.5K 0.01%
+101
306
$21.2K 0.01%
+143
307
$21K 0.01%
+2,150
308
$20.9K 0.01%
+650
309
$20.2K 0.01%
+460
310
$20.2K 0.01%
+150
311
$19.9K 0.01%
+89
312
$19.6K 0.01%
+85
313
$19.5K 0.01%
+133
314
$19.3K 0.01%
+50
315
$19.1K 0.01%
+91
316
$19.1K 0.01%
+113
317
$18.9K 0.01%
+275
318
$18.3K 0.01%
+2,250
319
$18.2K 0.01%
+150
320
$18.1K 0.01%
+500
321
$17.7K 0.01%
+221
322
$17.7K 0.01%
+390
323
$17.6K 0.01%
+546
324
$17.4K 0.01%
+485
325
$17.3K 0.01%
+200