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
$265M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$118K
2 +$111K
3 +$92K
4
OGN icon
Organon & Co
OGN
+$87K
5
WM icon
Waste Management
WM
+$73.6K

Top Sells

1 +$490K
2 +$343K
3 +$221K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$208K
5
AMAT icon
Applied Materials
AMAT
+$183K

Sector Composition

1 Healthcare 24.82%
2 Technology 23.7%
3 Industrials 12.61%
4 Consumer Staples 8.22%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$12K ﹤0.01%
+460
277
$12K ﹤0.01%
440
278
$12K ﹤0.01%
890
-940
279
$12K ﹤0.01%
170
280
$11K ﹤0.01%
670
281
$11K ﹤0.01%
270
282
$11K ﹤0.01%
400
283
$10K ﹤0.01%
7,216
284
$10K ﹤0.01%
480
285
$10K ﹤0.01%
135
286
$9K ﹤0.01%
480
287
$9K ﹤0.01%
22
288
$8K ﹤0.01%
390
289
$7K ﹤0.01%
1,040
290
$7K ﹤0.01%
50
291
$7K ﹤0.01%
270
292
$7K ﹤0.01%
200
293
$7K ﹤0.01%
320
294
$6K ﹤0.01%
11
295
$6K ﹤0.01%
8
296
$6K ﹤0.01%
61
297
$5K ﹤0.01%
820
298
$5K ﹤0.01%
390
299
$5K ﹤0.01%
80
300
$5K ﹤0.01%
120