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
$247M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$331K
3 +$321K
4
UL icon
Unilever
UL
+$262K
5
NVS icon
Novartis
NVS
+$186K

Top Sells

1 +$1.08M
2 +$753K
3 +$735K
4
MSFT icon
Microsoft
MSFT
+$593K
5
CVX icon
Chevron
CVX
+$546K

Sector Composition

1 Healthcare 24.55%
2 Technology 22.95%
3 Industrials 11.85%
4 Consumer Staples 9.01%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$18K 0.01%
450
252
$18K 0.01%
290
253
$18K 0.01%
100
+40
254
$18K 0.01%
320
255
$17K 0.01%
110
256
$17K 0.01%
290
257
$16K 0.01%
760
258
$16K 0.01%
246
259
$15K 0.01%
73
260
$15K 0.01%
476
261
$15K 0.01%
740
262
$15K 0.01%
310
263
$15K 0.01%
290
264
$14K 0.01%
60
265
$14K 0.01%
871
266
$14K 0.01%
170
267
$13K 0.01%
7,216
268
$13K 0.01%
+400
269
$13K 0.01%
75
270
$13K 0.01%
189
271
$13K 0.01%
750
272
$12K ﹤0.01%
100
273
$12K ﹤0.01%
760
274
$11K ﹤0.01%
22
275
$10K ﹤0.01%
225