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
$121M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M

Top Sells

1 +$792K
2 +$403K
3 +$360K

Sector Composition

1 Consumer Discretionary 95.16%
2 Financials 4%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$115M 95.16%
3,389,284
2
$4.21M 3.47%
+82,060
3
$637K 0.53%
2,500
4
$562K 0.46%
7,800
-5,600
5
$457K 0.38%
4,616
-8,000
6
-3,675