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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10M
3 +$8.12M
4
SYK icon
Stryker
SYK
+$7.48M
5
ABT icon
Abbott
ABT
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.24%
2 Technology 23.66%
3 Industrials 11.26%
4 Consumer Staples 9.57%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
+225
277
$8K ﹤0.01%
+220
278
$8K ﹤0.01%
+390
279
$7K ﹤0.01%
+270
280
$7K ﹤0.01%
+760
281
$7K ﹤0.01%
+22
282
$6K ﹤0.01%
+120
283
$6K ﹤0.01%
+140
284
$6K ﹤0.01%
+140
285
$6K ﹤0.01%
+50
286
$6K ﹤0.01%
+27
287
$6K ﹤0.01%
+260
288
$6K ﹤0.01%
+940
289
$6K ﹤0.01%
+400
290
$5K ﹤0.01%
+400
291
$5K ﹤0.01%
+820
292
$5K ﹤0.01%
+11
293
$5K ﹤0.01%
+480
294
$5K ﹤0.01%
+80
295
$5K ﹤0.01%
+50
296
$5K ﹤0.01%
+50
297
$4K ﹤0.01%
+1,040
298
$4K ﹤0.01%
+390
299
$4K ﹤0.01%
+1,000
300
$4K ﹤0.01%
+50