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
$181M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$864K
3 +$635K
4
NKE icon
Nike
NKE
+$602K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1 +$766K
2 +$669K
3 +$641K
4
MSFT icon
Microsoft
MSFT
+$635K
5
SYK icon
Stryker
SYK
+$415K

Sector Composition

1 Healthcare 25.58%
2 Technology 18.83%
3 Industrials 10.83%
4 Consumer Staples 9.97%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2K ﹤0.01%
70
-10
327
$2K ﹤0.01%
220
-50
328
$1K ﹤0.01%
50
329
$1K ﹤0.01%
1,200
330
$1K ﹤0.01%
+25
331
$1K ﹤0.01%
90
332
$1K ﹤0.01%
230
333
$1K ﹤0.01%
50
334
-1,800
335
-740
336
-1,400
337
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338
-5,000
339
-591
340
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350
-190