KAH
Kathryn A. Hall Portfolio holdings
AUM
$180M
This Quarter Return
+0.85%
1 Year Return
+9.81%
3 Year Return
+63.73%
5 Year Return
+96.82%
10 Year Return
+29.01%
AUM
$360M
AUM Growth
+$360M
(-6.5%)
Cap. Flow
-$26.6M
Cap. Flow
% of AUM
-7.4%
Top 10 Holdings %
Top 10 Hldgs %
93.09%
Holding
71
New
57
Increased
–
Reduced
3
Closed
3
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$21M |
| 3 |
PACW
PacWest Bancorp
PACW
|
$13.3M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$7.9M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.05M |
Sector Composition
| 1 | Consumer Discretionary | 50.39% |
| 2 | Communication Services | 4.91% |
| 3 | Technology | 0.97% |
| 4 | Healthcare | 0.86% |
| 5 | Financials | 0.81% |
