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
376
$9.75K 0.01%
+55
377
$9.43K 0.01%
+15
378
$9.3K 0.01%
+250
379
$9.3K 0.01%
+85
380
$9.28K 0.01%
+166
381
$9.13K 0.01%
+21
382
$8.93K 0.01%
+78
383
$8.79K 0.01%
+133
384
$8.68K 0.01%
+21
385
$8.57K 0.01%
+215
386
$8.52K 0.01%
+136
387
$8.45K 0.01%
+49
388
$8.45K 0.01%
+120
389
$8.44K 0.01%
+45
390
$8.13K 0.01%
+151
391
$8.06K 0.01%
+1,000
392
$7.87K 0.01%
+200
393
$7.86K 0.01%
+20
394
$7.78K 0.01%
+86
395
$7.6K 0.01%
+150
396
$7.51K 0.01%
+175
397
$7.2K ﹤0.01%
+765
398
$7.19K ﹤0.01%
+41
399
$7.14K ﹤0.01%
+245
400
$7.14K ﹤0.01%
+150
14 15
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