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
476
$2.26K ﹤0.01%
+63
477
$2.17K ﹤0.01%
+12
478
$2.15K ﹤0.01%
+70
479
$2.05K ﹤0.01%
+39
480
$2.02K ﹤0.01%
+87
481
$1.96K ﹤0.01%
+19
482
$1.95K ﹤0.01%
+56
483
$1.9K ﹤0.01%
+8
484
$1.87K ﹤0.01%
+21
485
$1.85K ﹤0.01%
+12
486
$1.77K ﹤0.01%
+12
487
$1.64K ﹤0.01%
+48
488
$1.39K ﹤0.01%
+46
489
$1.39K ﹤0.01%
+15
490
$1.33K ﹤0.01%
+22
491
$1.26K ﹤0.01%
+1,000
492
$1.26K ﹤0.01%
+17
493
$1.21K ﹤0.01%
+3
494
$1.21K ﹤0.01%
+40
495
$1.08K ﹤0.01%
+19
496
$1.01K ﹤0.01%
+11
497
$909 ﹤0.01%
+8
498
$828 ﹤0.01%
+25
499
$788 ﹤0.01%
+6
500
$762 ﹤0.01%
+200
17 18 19
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