LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
+8.81%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(+5.6%)
Cap. Flow
-$1.03M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
34.46%
Holding
341
New
28
Increased
42
Reduced
52
Closed
78
Top Buys
| 1 |
TJX Companies
TJX
|
$1.18M |
| 2 |
IBM
IBM
|
$529K |
| 3 |
PACCAR
PCAR
|
$326K |
| 4 |
Carrier Global
CARR
|
$248K |
| 5 |
Arch Capital
ACGL
|
$246K |
Top Sells
| 1 |
Medtronic
MDT
|
$2.62M |
| 2 |
Advanced Micro Devices
AMD
|
$575K |
| 3 |
Intel
INTC
|
$253K |
| 4 |
NVIDIA
NVDA
|
$194K |
| 5 |
Stryker
SYK
|
$158K |
Sector Composition
| 1 | Technology | 27.07% |
| 2 | Healthcare | 24.24% |
| 3 | Industrials | 13.18% |
| 4 | Consumer Staples | 9.39% |
| 5 | Communication Services | 6.55% |
