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
$224M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$10M
3 +$8.12M
4
SYK icon
Stryker
SYK
+$7.48M
5
ABT icon
Abbott
ABT
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.24%
2 Technology 23.66%
3 Industrials 11.26%
4 Consumer Staples 9.57%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+10