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
$129M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M

Top Sells

1 +$1.25M

Sector Composition

1 Consumer Discretionary 85.26%
2 Financials 14.31%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$110M 85.26%
3,389,284
2
$12M 9.35%
399,222
3
$4.19M 3.26%
82,060
4
$1.64M 1.27%
+17,525
5
$555K 0.43%
7,800
6
$551K 0.43%
2,500
7
-25,375