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
$118M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 83.1%
2 Financials 16.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$97.8M 83.1%
3,389,284
2
$12.9M 10.99%
399,222
3
$4.03M 3.43%
82,060
4
$1.77M 1.51%
17,525
5
$579K 0.49%
7,800
6
$560K 0.48%
2,500