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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$8.68M
2 +$7.01M
3 +$6.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.09M
5
MMM icon
3M
MMM
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.31%
2 Industrials 15.35%
3 Technology 15.28%
4 Consumer Staples 12.19%
5 Energy 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$226K 0.2%
+4,489
77
$226K 0.2%
+16,300
78
$214K 0.19%
+2,934
79
$172K 0.15%
+45,900