LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
+3.45%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.24%
Holding
298
New
298
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$10.8M |
| 2 |
3M
MMM
|
$7.29M |
| 3 |
Microsoft
MSFT
|
$6.97M |
| 4 |
Procter & Gamble
PG
|
$6.38M |
| 5 |
Johnson & Johnson
JNJ
|
$6.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 22.77% |
| 2 | Technology | 17.05% |
| 3 | Industrials | 17.02% |
| 4 | Consumer Staples | 11% |
| 5 | Communication Services | 7.66% |
