LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
+7.52%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+1.8%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-4.46%
Top 10 Holdings %
Top 10 Hldgs %
32.44%
Holding
340
New
4
Increased
28
Reduced
75
Closed
14
Top Buys
| 1 |
Boston Properties
BXP
|
$118K |
| 2 |
Carrier Global
CARR
|
$111K |
| 3 |
Ambarella
AMBA
|
$92K |
| 4 |
Organon & Co
OGN
|
$87K |
| 5 |
Sherwin-Williams
SHW
|
$76.2K |
Top Sells
| 1 |
Microsoft
MSFT
|
$490K |
| 2 |
Intel
INTC
|
$343K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$221K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$208K |
| 5 |
Applied Materials
AMAT
|
$183K |
Sector Composition
| 1 | Healthcare | 24.82% |
| 2 | Technology | 23.7% |
| 3 | Industrials | 12.61% |
| 4 | Consumer Staples | 8.22% |
| 5 | Communication Services | 8% |