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
51
-8,854
52
-3,500
53
-5,390
54
-2,700
55
-11,000
56
-7,151
57
-6,000
58
-4,000
59
-2,300
60
-3,110
61
-5,600
62
-7,400
63
-3,800
64
-2,600
65
-8,500
66
-261,645
67
-2,800
68
-13,500
69
-8,140
70
-6,400
71
-14,000
72
-4,000