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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10M
3 +$8.12M
4
SYK icon
Stryker
SYK
+$7.48M
5
ABT icon
Abbott
ABT
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.24%
2 Technology 23.66%
3 Industrials 11.26%
4 Consumer Staples 9.57%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23K 0.01%
+230
227
$22K 0.01%
+252
228
$22K 0.01%
+100
229
$21K 0.01%
+800
230
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231
$21K 0.01%
+140
232
$20K 0.01%
+535
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+311
234
$20K 0.01%
+1,280
235
$19K 0.01%
+450
236
$19K 0.01%
+750
237
$19K 0.01%
+580
238
$18K 0.01%
+750
239
$18K 0.01%
+502
240
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+1,520
241
$18K 0.01%
+750
242
$18K 0.01%
+290
243
$18K 0.01%
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244
$17K 0.01%
+345
245
$17K 0.01%
+270
246
$16K 0.01%
+840
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$15K 0.01%
+1,200
248
$15K 0.01%
+290
249
$14K 0.01%
+60
250
$14K 0.01%
+1,753