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
$295M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 22.69%
2 Communication Services 15.84%
3 Technology 1.85%
4 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,780
52
-19,853