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
$247M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$331K
3 +$321K
4
UL icon
Unilever
UL
+$262K
5
NVS icon
Novartis
NVS
+$186K

Top Sells

1 +$1.08M
2 +$753K
3 +$735K
4
MSFT icon
Microsoft
MSFT
+$593K
5
CVX icon
Chevron
CVX
+$546K

Sector Composition

1 Healthcare 24.55%
2 Technology 22.95%
3 Industrials 11.85%
4 Consumer Staples 9.01%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$9K ﹤0.01%
670
+270
277
$9K ﹤0.01%
270
278
$9K ﹤0.01%
940
279
$9K ﹤0.01%
400
280
$8K ﹤0.01%
50
281
$8K ﹤0.01%
260
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$8K ﹤0.01%
350
-100
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$8K ﹤0.01%
8
284
$8K ﹤0.01%
320
+100
285
$8K ﹤0.01%
390
286
$8K ﹤0.01%
632
+316
287
$7K ﹤0.01%
140
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$7K ﹤0.01%
1,040
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$7K ﹤0.01%
480
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$7K ﹤0.01%
80
291
$7K ﹤0.01%
120
292
$6K ﹤0.01%
50
293
$6K ﹤0.01%
11
294
$5K ﹤0.01%
+870
295
$5K ﹤0.01%
390
296
$5K ﹤0.01%
270
297
$5K ﹤0.01%
480
298
$5K ﹤0.01%
1,330
+980
299
$5K ﹤0.01%
200
300
$5K ﹤0.01%
50