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
$287M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$2.13M
2 +$2.07M
3 +$2.04M
4
VLTO icon
Veralto
VLTO
+$344K
5
GEV icon
GE Vernova
GEV
+$317K

Top Sells

1 +$3.39M
2 +$2.74M
3 +$699K
4
MSFT icon
Microsoft
MSFT
+$653K
5
MMM icon
3M
MMM
+$566K

Sector Composition

1 Technology 32.46%
2 Healthcare 20.63%
3 Industrials 14.95%
4 Consumer Staples 8.23%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-260
252
$0 ﹤0.01%
50
253
$0 ﹤0.01%
17
254
-330