BOJHT

Bank of Jackson Hole Trust Portfolio holdings

AUM $200M
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1 +$642K
2 +$340K
3 +$232K
4
GS icon
Goldman Sachs
GS
+$217K
5
BND icon
Vanguard Total Bond Market
BND
+$216K

Sector Composition

1 Technology 19.08%
2 Financials 9.87%
3 Healthcare 6.45%
4 Consumer Discretionary 6.06%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17.9K 0.01%
188
+180
327
$17.8K 0.01%
+13
328
$17.5K 0.01%
546
329
$17.5K 0.01%
175
330
$17.4K 0.01%
9
331
$17.1K 0.01%
200
+150
332
$16.8K 0.01%
500
333
$16.8K 0.01%
161
334
$16.7K 0.01%
300
-1,700
335
$16.6K 0.01%
+430
336
$16.3K 0.01%
139
337
$16.1K 0.01%
80
338
$16K 0.01%
100
339
$15.9K 0.01%
90
340
$15.8K 0.01%
60
-9
341
$15.8K 0.01%
50
342
$15.8K 0.01%
2,250
343
$15.7K 0.01%
+92
344
$15.6K 0.01%
575
345
$15.4K 0.01%
188
346
$15.2K 0.01%
150
347
$14.9K 0.01%
180
348
$14.8K 0.01%
100
349
$14.8K 0.01%
134
350
$14.6K 0.01%
55