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
$305M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$947K
3 +$515K
4
ULS icon
UL Solutions
ULS
+$251K
5
DHR icon
Danaher
DHR
+$244K

Top Sells

1 +$847K
2 +$494K
3 +$407K
4
LLY icon
Eli Lilly
LLY
+$386K
5
BK icon
Bank of New York Mellon
BK
+$353K

Sector Composition

1 Technology 30.55%
2 Healthcare 19.91%
3 Industrials 15.25%
4 Consumer Staples 8.6%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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255
$0 ﹤0.01%
16
256
-25,190
257
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258
$0 ﹤0.01%
50
259
$0 ﹤0.01%
17
260
-778
261
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263
-840