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
$288M
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$464K
3 +$401K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$397K
5
WMB icon
Williams Companies
WMB
+$304K

Sector Composition

1 Consumer Discretionary 64.77%
2 Communication Services 6.02%
3 Technology 1.36%
4 Financials 1.16%
5 Healthcare 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-363,856
77
-414,484
78
-2,700