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%
+390
277
$8K ﹤0.01%
+220
278
$8K ﹤0.01%
+225
279
$7K ﹤0.01%
+22
280
$7K ﹤0.01%
+760
281
$7K ﹤0.01%
+270
282
$6K ﹤0.01%
+400
283
$6K ﹤0.01%
+940
284
$6K ﹤0.01%
+120
285
$6K ﹤0.01%
+260
286
$6K ﹤0.01%
+27
287
$6K ﹤0.01%
+50
288
$6K ﹤0.01%
+140
289
$6K ﹤0.01%
+140
290
$5K ﹤0.01%
+50
291
$5K ﹤0.01%
+50
292
$5K ﹤0.01%
+80
293
$5K ﹤0.01%
+480
294
$5K ﹤0.01%
+11
295
$5K ﹤0.01%
+820
296
$5K ﹤0.01%
+400
297
$4K ﹤0.01%
+50
298
$4K ﹤0.01%
+50
299
$4K ﹤0.01%
+1,000
300
$4K ﹤0.01%
+390
10 11
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