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
201
$61.7K 0.04%
+213
202
$61.1K 0.04%
+378
203
$60.3K 0.04%
+1,198
204
$59.5K 0.04%
+142
205
$59.4K 0.04%
+632
206
$58.8K 0.04%
+1,092
207
$58.5K 0.04%
+1,124
208
$55.8K 0.04%
+1,111
209
$53.8K 0.04%
+445
210
$53.6K 0.04%
+420
211
$53.5K 0.04%
+1,079
212
$52.8K 0.04%
+582
213
$52.8K 0.04%
+4,000
214
$52.7K 0.04%
+304
215
$52.5K 0.04%
+450
216
$51.5K 0.03%
+612
217
$51.4K 0.03%
+174
218
$51.4K 0.03%
+732
219
$50.8K 0.03%
+388
220
$50.1K 0.03%
+151
221
$50.1K 0.03%
+294
222
$50K 0.03%
+192
223
$49.6K 0.03%
+367
224
$49.2K 0.03%
+493
225
$48.3K 0.03%
+240
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9
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