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
$193M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$737K
3 +$655K
4
ROK icon
Rockwell Automation
ROK
+$537K
5
WM icon
Waste Management
WM
+$499K

Top Sells

1 +$1.11M
2 +$487K
3 +$443K
4
PEP icon
PepsiCo
PEP
+$381K
5
SYK icon
Stryker
SYK
+$303K

Sector Composition

1 Healthcare 25.24%
2 Technology 19.8%
3 Industrials 10.75%
4 Consumer Staples 9.98%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
260
277
$8K ﹤0.01%
1,700
278
$8K ﹤0.01%
225
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50
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430
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50
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230
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249
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$7K ﹤0.01%
480
+240
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$7K ﹤0.01%
7,216
287
$7K ﹤0.01%
110
+50
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70
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$6K ﹤0.01%
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$6K ﹤0.01%
320
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$6K ﹤0.01%
480
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$6K ﹤0.01%
50
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$6K ﹤0.01%
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$5K ﹤0.01%
90
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$5K ﹤0.01%
5
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$5K ﹤0.01%
280
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$5K ﹤0.01%
+50
300
$5K ﹤0.01%
700