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
$190M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$420K
2 +$290K
3 +$273K
4
FI icon
Fiserv
FI
+$212K
5
DHR icon
Danaher
DHR
+$206K

Top Sells

1 +$474K
2 +$336K
3 +$299K
4
CELG
Celgene Corp
CELG
+$139K
5
MSFT icon
Microsoft
MSFT
+$100K

Sector Composition

1 Healthcare 25.33%
2 Technology 18.72%
3 Industrials 11.29%
4 Consumer Staples 9.21%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$5K ﹤0.01%
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328
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$4K ﹤0.01%
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$4K ﹤0.01%
620
333
$4K ﹤0.01%
380
334
$4K ﹤0.01%
191
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+408
336
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80
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50
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+150
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$3K ﹤0.01%
145
347
$3K ﹤0.01%
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348
$2K ﹤0.01%
180
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$2K ﹤0.01%
48