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
426
$4.32K ﹤0.01%
+91
427
$4.3K ﹤0.01%
+85
428
$4.28K ﹤0.01%
+44
429
$4.28K ﹤0.01%
+92
430
$4.21K ﹤0.01%
+25
431
$4.21K ﹤0.01%
+950
432
$4.2K ﹤0.01%
+72
433
$4.06K ﹤0.01%
+52
434
$4.04K ﹤0.01%
+12
435
$3.99K ﹤0.01%
+12
436
$3.95K ﹤0.01%
+50
437
$3.94K ﹤0.01%
+43
438
$3.92K ﹤0.01%
+26
439
$3.92K ﹤0.01%
+15
440
$3.78K ﹤0.01%
+74
441
$3.78K ﹤0.01%
+14
442
$3.77K ﹤0.01%
+179
443
$3.68K ﹤0.01%
+12
444
$3.64K ﹤0.01%
+7
445
$3.64K ﹤0.01%
+29
446
$3.5K ﹤0.01%
+33
447
$3.43K ﹤0.01%
+39
448
$3.42K ﹤0.01%
+70
449
$3.4K ﹤0.01%
+31
450
$3.38K ﹤0.01%
+94
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