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
26
$2.82M 1.26%
+33,525
27
$2.79M 1.25%
+46,877
28
$2.77M 1.24%
+35,056
29
$2.65M 1.18%
+24,880
30
$2.63M 1.18%
+42,695
31
$2.54M 1.14%
+8,545
32
$2.52M 1.13%
+16,040
33
$2.48M 1.11%
+14,608
34
$2.35M 1.05%
+9,235
35
$2.35M 1.05%
+108,994
36
$2.34M 1.05%
+16,785
37
$2.13M 0.95%
+33,446
38
$2.13M 0.95%
+34,202
39
$2.12M 0.95%
+18,740
40
$2.1M 0.94%
+24,110
41
$1.99M 0.89%
+8,777
42
$1.89M 0.85%
+21,570
43
$1.88M 0.84%
+3,011
44
$1.84M 0.82%
+68,000
45
$1.67M 0.75%
+28,096
46
$1.41M 0.63%
+19,220
47
$1.4M 0.62%
+45,785
48
$1.31M 0.59%
+38,214
49
$1.3M 0.58%
+31,925
50
$1.27M 0.57%
+36,488
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