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
$287M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.07M
3
+$2.04M
4
VLTO icon
Veralto
VLTO
+$344K
5
GEV icon
GE Vernova
GEV
+$317K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$699K
4
MSFT icon
Microsoft
MSFT
+$653K
5
MMM icon
3M
MMM
+$566K

Sector Composition

1 Technology 32.46%
2 Healthcare 20.63%
3 Industrials 14.95%
4 Consumer Staples 8.23%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.27%
25,995
-160
27
$3.47M 1.21%
44,060
+45
28
$3.34M 1.16%
28,282
-575
29
$3.01M 1.05%
24,284
-2,075
30
$2.96M 1.03%
53,833
-750
31
$2.94M 1.02%
27,592
-65
32
$2.75M 0.96%
18,455
-10
33
$2.69M 0.94%
15,670
-60
34
$2.65M 0.92%
13,730
-60
35
$2.64M 0.92%
11,282
+140
36
$2.33M 0.81%
4,287
+45
37
$2.17M 0.76%
30,473
-959
38
$2.16M 0.75%
4,605
+20
39
$2.13M 0.74%
29,970
+28,720
40
$2.13M 0.74%
+46,340
41
$2.07M 0.72%
8,025
-130
42
$2.07M 0.72%
+48,970
43
$2.01M 0.7%
19,668
-5,534
44
$1.94M 0.67%
6,195
-385
45
$1.87M 0.65%
23,825
-100
46
$1.79M 0.62%
36,188
47
$1.68M 0.59%
15,275
-100
48
$1.55M 0.54%
20,880
+1,825
49
$1.53M 0.53%
3,033
50
$1.52M 0.53%
25,214
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