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
451
$3.34K ﹤0.01%
+87
452
$3.31K ﹤0.01%
+19
453
$3.25K ﹤0.01%
+200
454
$3.25K ﹤0.01%
+68
455
$3.18K ﹤0.01%
+15
456
$3.18K ﹤0.01%
+13
457
$3.07K ﹤0.01%
+31
458
$3.07K ﹤0.01%
+53
459
$3.03K ﹤0.01%
+33
460
$3.03K ﹤0.01%
+100
461
$3.02K ﹤0.01%
+20
462
$3.01K ﹤0.01%
+36
463
$3K ﹤0.01%
+44
464
$2.99K ﹤0.01%
+6
465
$2.85K ﹤0.01%
+73
466
$2.84K ﹤0.01%
+20
467
$2.81K ﹤0.01%
+15
468
$2.73K ﹤0.01%
+8
469
$2.73K ﹤0.01%
+575
470
$2.48K ﹤0.01%
+42
471
$2.45K ﹤0.01%
+17
472
$2.43K ﹤0.01%
+11
473
$2.32K ﹤0.01%
+26
474
$2.32K ﹤0.01%
+9
475
$2.29K ﹤0.01%
+70
17 18
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