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
$76.4M
AUM Growth
+$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$201K

Top Sells

1 +$3.23M

Sector Composition

1 Consumer Discretionary 98.61%
2 Financials 0.53%
3 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.4M 98.61%
3,389,284
2
$457K 0.6%
7,730
3
$403K 0.53%
2,500
4
$201K 0.26%
+6,075
5
-45,228