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
$332M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$7.97M
2 +$517K
3 +$81K

Top Sells

1 +$6.97M
2 +$4.23M
3 +$501K
4
MSFT icon
Microsoft
MSFT
+$464K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$333K

Sector Composition

1 Consumer Discretionary 27.48%
2 Communication Services 17.17%
3 Technology 12.4%
4 Financials 4.39%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$81K 0.02%
+10,028
52
-2,821
53
-1,381