KAH

Kathryn A. Hall Portfolio holdings

AUM $180M
1-Year Est. Return 9.81%
This Quarter Est. Return
1 Year Est. Return
+9.81%
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
-1,700
27
-6,398
28
-3,700
29
-3,507
30
-3,000
31
-11,000
32
-3,000
33
-8,000
34
-16,044
35
-2,200
36
-6,605
37
-12,260
38
-3,800
39
-6,200
40
-10,112
41
-3,200
42
-2,200
43
-2,000
44
-5,049
45
-191,098
46
-2,691
47
-4,926
48
-8,980
49
-8,120
50
-5,700