LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
-13.76%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(-18%)
Cap. Flow
-$4.47M
Cap. Flow
% of AUM
-2.09%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
328
New
4
Increased
16
Reduced
68
Closed
7
Top Buys
| 1 |
Medtronic
MDT
|
$1.78M |
| 2 |
Amazon
AMZN
|
$1.36M |
| 3 |
Carrier Global
CARR
|
$340K |
| 4 |
Arch Capital
ACGL
|
$197K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$131K |
Top Sells
| 1 |
Unilever
UL
|
$1.74M |
| 2 |
Pacific Biosciences
PACB
|
$803K |
| 3 |
Danaher
DHR
|
$738K |
| 4 |
Apple
AAPL
|
$726K |
| 5 |
Abbott
ABT
|
$725K |
Sector Composition
| 1 | Healthcare | 27.77% |
| 2 | Technology | 24.61% |
| 3 | Industrials | 12.39% |
| 4 | Consumer Staples | 9.1% |
| 5 | Communication Services | 6.6% |
