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
$241M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$124K

Top Sells

1 +$973K
2 +$800K
3 +$670K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$406K
5
FWONK icon
Liberty Media Series C
FWONK
+$338K

Sector Composition

1 Consumer Discretionary 24.21%
2 Communication Services 15.97%
3 Technology 14.44%
4 Financials 4.93%
5 Real Estate 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$74K 0.03%
18,226
52
-1,743