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
51
$1.22M 0.55%
+18,635
52
$1.18M 0.53%
+21,265
53
$1.18M 0.53%
+22,675
54
$1.18M 0.53%
+3,512
55
$1.09M 0.49%
+6,603
56
$1.06M 0.47%
+4,958
57
$915K 0.41%
+9,507
58
$888K 0.4%
+2,011
59
$785K 0.35%
+2,611
60
$763K 0.34%
+21,260
61
$760K 0.34%
+13,371
62
$759K 0.34%
+12,592
63
$755K 0.34%
+3,729
64
$712K 0.32%
+27,660
65
$586K 0.26%
+6,260
66
$579K 0.26%
+6,964
67
$575K 0.26%
+7,987
68
$570K 0.25%
+4,840
69
$553K 0.25%
+3,800
70
$536K 0.24%
+1,596
71
$518K 0.23%
+13,131
72
$508K 0.23%
+10,890
73
$466K 0.21%
+2,379
74
$462K 0.21%
+12,855
75
$462K 0.21%
+5,790
1 2
3
4 5