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
$273M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$6.3M
2 +$4.34M

Top Sells

1 +$2.42M
2 +$2.15M

Sector Composition

1 Consumer Discretionary 62.58%
2 Financials 6.05%
3 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$171M 62.58%
4,270,830
2
$39.5M 14.45%
785,446
+125,133
3
$24.7M 9.05%
567,148
+99,467
4
$16.5M 6.05%
1,132,948
5
$10.2M 3.72%
117,514
6
$4.9M 1.79%
39,664
-19,583
7
$3.6M 1.32%
137,770
8
$2.38M 0.87%
231,144
9
$447K 0.16%
7,730
10
-88,713