LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $306M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$361K
2 +$138K
3 +$116K
4
JCI icon
Johnson Controls International
JCI
+$72.7K
5
BIDU icon
Baidu
BIDU
+$70.9K

Top Sells

1 +$879K
2 +$502K
3 +$226K
4
MMM icon
3M
MMM
+$213K
5
PG icon
Procter & Gamble
PG
+$204K

Sector Composition

1 Healthcare 23.44%
2 Technology 17.01%
3 Industrials 16.96%
4 Consumer Staples 10.62%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$13.3K 0.01%
340
227
$13.2K 0.01%
290
228
$13.2K 0.01%
620
229
$13.1K 0.01%
570
230
$13.1K 0.01%
240
+80
231
$13.1K 0.01%
450
232
$12.7K 0.01%
951
233
$12.5K 0.01%
390
234
$12.4K 0.01%
+716
235
$11.8K 0.01%
84
236
$11.6K 0.01%
200
237
$11.4K 0.01%
520
238
$11.4K 0.01%
490
239
$11.1K 0.01%
460
240
$11K 0.01%
250
241
$10.9K 0.01%
380
242
$10.8K 0.01%
60
243
$10.5K 0.01%
200
244
$9.99K 0.01%
+280
245
$9.36K 0.01%
210
246
$9.28K 0.01%
210
247
$9.25K 0.01%
1,090
248
$9.12K 0.01%
284
249
$8.62K 0.01%
670
250
$8.6K 0.01%
790