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
$109M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M

Top Sells

1 +$889K

Sector Composition

1 Consumer Discretionary 76.72%
2 Technology 19.48%
3 Financials 0.41%
4 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$83.7M 76.72%
3,389,284
2
$21.3M 19.48%
+25,797,240
3
$3.02M 2.77%
45,228
4
$451K 0.41%
2,500
5
$431K 0.4%
7,730
6
$248K 0.23%
6,998
7
-26,866