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
$103M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$360K

Top Sells

1 +$912K
2 +$880K
3 +$257K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$103K

Sector Composition

1 Consumer Discretionary 97.04%
2 Financials 0.57%
3 Energy 0.35%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$100M 97.04%
3,389,284
2
$1.18M 1.15%
12,616
-2,750
3
$922K 0.89%
13,400
-1,500
4
$593K 0.57%
2,500
5
$360K 0.35%
+3,675
6
-21,181
7
-38,888