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
$159M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$1.15M
3 +$318K
4
ADI icon
Analog Devices
ADI
+$300K
5
DIS icon
Walt Disney
DIS
+$279K

Top Sells

1 +$839K
2 +$360K
3 +$282K
4
JNJ icon
Johnson & Johnson
JNJ
+$244K
5
XOM icon
Exxon Mobil
XOM
+$217K

Sector Composition

1 Healthcare 27.25%
2 Industrials 16.56%
3 Technology 15.18%
4 Consumer Staples 10.41%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-50
302
-400
303
-575
304
-467