LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
1-Year Return
17.68%
This Quarter Return
+5.32%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$260M
AUM Growth
+$13.5M
(+5.5%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
357
New
10
Increased
29
Reduced
95
Closed
21
Top Buys
| 1 |
Medtronic
MDT
|
$1.54M |
| 2 |
Boston Properties
BXP
|
$1.35M |
| 3 |
CVS Health
CVS
|
$287K |
| 4 |
Masco
MAS
|
$171K |
| 5 |
International Flavors & Fragrances
IFF
|
$161K |
Top Sells
| 1 |
Apple
AAPL
|
$1.2M |
| 2 |
Microsoft
MSFT
|
$810K |
| 3 |
Walt Disney
DIS
|
$802K |
| 4 |
PayPal
PYPL
|
$583K |
| 5 |
Intel
INTC
|
$545K |
Sector Composition
| 1 | Healthcare | 24.27% |
| 2 | Technology | 22.26% |
| 3 | Industrials | 12.19% |
| 4 | Consumer Staples | 8.21% |
| 5 | Communication Services | 7.93% |
