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
$119M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$243K
2 +$209K
3 +$201K
4
MMC icon
Marsh & McLennan
MMC
+$200K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$102K

Top Sells

1 +$70.7K
2 +$61.7K
3 +$42.7K
4
APC
Anadarko Petroleum
APC
+$40.7K
5
TJX icon
TJX Companies
TJX
+$28.2K

Sector Composition

1 Healthcare 21.67%
2 Industrials 15.67%
3 Technology 14.99%
4 Consumer Staples 11.26%
5 Energy 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$255K 0.21%
16,300
77
$243K 0.2%
+3,800
78
$238K 0.2%
5,089
+600
79
$234K 0.2%
2,934
80
$230K 0.19%
7,400
+49
81
$209K 0.18%
+2,000
82
$201K 0.17%
+3,480
83
$200K 0.17%
+4,600