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
$148M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$5.49M
3 +$3.44M
4
ACGL icon
Arch Capital
ACGL
+$3.35M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 59.78%
2 Financials 14.05%
3 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$460K 0.31%
+10,825
27
$424K 0.29%
+3,850
28
$380K 0.26%
+5,187
29
$367K 0.25%
+11,000
30
$310K 0.21%
+6,000
31
$236K 0.16%
+830
32
$95K 0.06%
+15,169