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
351
-180
352
-1,650
353
-200
354
-72
355
-920
356
-1,275
357
-3,996
358
$0 ﹤0.01%
+15
359
-495
360
$0 ﹤0.01%
10
-38
361
-126
362
-281