KAH

Kathryn A. Hall Portfolio holdings

AUM $186M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M

Sector Composition

1 Consumer Discretionary 67.06%
2 Financials 0.27%
3 Communication Services 0.16%
4 Healthcare 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,000
27
-16,044
28
-6,000
29
-22,400
30
-4,800
31
-5,000
32
-5,496
33
-6,000
34
-3,600
35
-8,000
36
-2,200
37
-6,605
38
-12,260
39
-3,800
40
-6,200
41
-10,112
42
-3,200
43
-2,200
44
-2,000
45
-5,049
46
-191,098
47
-2,691
48
-4,926
49
-8,980
50
-8,120