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
326
$17K 0.01%
+90
327
$17K 0.01%
+161
328
$16.7K 0.01%
+69
329
$16.5K 0.01%
+500
330
$16.1K 0.01%
+100
331
$16K 0.01%
+139
332
$16K 0.01%
+28
333
$15.8K 0.01%
+33
334
$15.8K 0.01%
+575
335
$15.6K 0.01%
+175
336
$15.5K 0.01%
+9
337
$15.4K 0.01%
+298
338
$15.1K 0.01%
+401
339
$14.9K 0.01%
+3
340
$14.8K 0.01%
+134
341
$14.3K 0.01%
+188
342
$14.3K 0.01%
+31
343
$14.3K 0.01%
+80
344
$14.2K 0.01%
+373
345
$13.9K 0.01%
+180
346
$13.8K 0.01%
+160
347
$13.6K 0.01%
+55
348
$13.4K 0.01%
+150
349
$13.2K 0.01%
+74
350
$13.1K 0.01%
+58