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
276
$9K ﹤0.01%
110
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42
278
$9K ﹤0.01%
260
279
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70
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100
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191
-515
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$7K ﹤0.01%
7,216
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+249
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+50
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270
300
$6K ﹤0.01%
110