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
$190M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$240K
2 +$190K
3 +$115K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$95.1K
5
XYL icon
Xylem
XYL
+$73.1K

Top Sells

1 +$272K
2 +$170K
3 +$130K
4
NVS icon
Novartis
NVS
+$130K
5
DIS icon
Walt Disney
DIS
+$113K

Sector Composition

1 Healthcare 25.5%
2 Technology 19.43%
3 Industrials 10.59%
4 Consumer Staples 10.02%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$14K 0.01%
95
252
$14K 0.01%
190
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$14K 0.01%
490
254
$13K 0.01%
845
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$13K 0.01%
240
256
$13K 0.01%
403
257
$12K 0.01%
180
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$12K 0.01%
520
259
$12K 0.01%
480
260
$12K 0.01%
480
261
$12K 0.01%
100
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$12K 0.01%
450
263
$11K 0.01%
340
264
$11K 0.01%
680
265
$11K 0.01%
156
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$11K 0.01%
+2,000
267
$10K 0.01%
175
268
$10K 0.01%
80
269
$10K 0.01%
195
270
$10K 0.01%
160
271
$10K 0.01%
420
272
$10K 0.01%
116
273
$10K 0.01%
432
274
$9K ﹤0.01%
225
275
$9K ﹤0.01%
260