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
101
$226K 0.1%
+1,397
102
$226K 0.1%
+470
103
$223K 0.1%
+666
104
$209K 0.09%
+1,405
105
$204K 0.09%
+2,034
106
$199K 0.09%
+3,291
107
$198K 0.09%
+925
108
$196K 0.09%
+3,400
109
$195K 0.09%
+2,425
110
$183K 0.08%
+1,100
111
$182K 0.08%
+3,045
112
$177K 0.08%
+3,192
113
$173K 0.08%
+7,339
114
$167K 0.07%
+425
115
$167K 0.07%
+2,300
116
$166K 0.07%
+2,000
117
$165K 0.07%
+1,250
118
$152K 0.07%
+1,200
119
$146K 0.07%
+1,200
120
$139K 0.06%
+4,739
121
$136K 0.06%
+3,970
122
$136K 0.06%
+415
123
$130K 0.06%
+4,005
124
$129K 0.06%
+775
125
$124K 0.06%
+750