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
351
$13K 0.01%
+180
352
$12.9K 0.01%
+38
353
$12.9K 0.01%
+500
354
$12.7K 0.01%
+100
355
$12.2K 0.01%
+65
356
$11.7K 0.01%
+270
357
$11.6K 0.01%
+355
358
$11.5K 0.01%
+56
359
$11.4K 0.01%
+60
360
$11.3K 0.01%
+516
361
$11.2K 0.01%
+69
362
$11.1K 0.01%
+16
363
$11.1K 0.01%
+336
364
$11K 0.01%
+70
365
$10.9K 0.01%
+723
366
$10.9K 0.01%
+135
367
$10.8K 0.01%
+17
368
$10.7K 0.01%
+187
369
$10.5K 0.01%
+490
370
$10.5K 0.01%
+322
371
$10.1K 0.01%
+44
372
$9.84K 0.01%
+163
373
$9.83K 0.01%
+65
374
$9.8K 0.01%
+11
375
$9.79K 0.01%
+190