LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
+13.13%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+10%)
Cap. Flow
-$2.12M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
33.1%
Holding
357
New
31
Increased
36
Reduced
64
Closed
10
Top Buys
| 1 |
Edwards Lifesciences
EW
|
$528K |
| 2 |
Carrier Global
CARR
|
$331K |
| 3 |
CVS Health
CVS
|
$321K |
| 4 |
Unilever
UL
|
$262K |
| 5 |
Novartis
NVS
|
$186K |
Top Sells
| 1 |
Apple
AAPL
|
$1.08M |
| 2 |
Intel
INTC
|
$753K |
| 3 |
Exxon Mobil
XOM
|
$735K |
| 4 |
Microsoft
MSFT
|
$593K |
| 5 |
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% |
