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
$193M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$737K
3 +$655K
4
ROK icon
Rockwell Automation
ROK
+$537K
5
WM icon
Waste Management
WM
+$499K

Top Sells

1 +$1.11M
2 +$487K
3 +$443K
4
PEP icon
PepsiCo
PEP
+$381K
5
SYK icon
Stryker
SYK
+$303K

Sector Composition

1 Healthcare 25.24%
2 Technology 19.8%
3 Industrials 10.75%
4 Consumer Staples 9.98%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2K ﹤0.01%
27
327
$1K ﹤0.01%
590
328
$1K ﹤0.01%
230
329
$1K ﹤0.01%
90
330
$1K ﹤0.01%
50
331
$1K ﹤0.01%
39
332
-110
333
-340
334
-25
335
-420
336
-900
337
-15
338
-4
339
$0 ﹤0.01%
10
340
-214