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
151
$79K 0.04%
+2,727
152
$78K 0.03%
+325
153
$75K 0.03%
+1,000
154
$74K 0.03%
+1,610
155
$71K 0.03%
+60
156
$70K 0.03%
+5,230
157
$70K 0.03%
+200
158
$69K 0.03%
+1,400
159
$67K 0.03%
+1,422
160
$67K 0.03%
+2,175
161
$67K 0.03%
+1,960
162
$66K 0.03%
+12,004
163
$66K 0.03%
+2,000
164
$66K 0.03%
+510
165
$65K 0.03%
+1,666
166
$64K 0.03%
+680
167
$63K 0.03%
+550
168
$62K 0.03%
+1,675
169
$61K 0.03%
+864
170
$57K 0.03%
+4,025
171
$57K 0.03%
+300
172
$57K 0.03%
+290
173
$56K 0.03%
+265
174
$52K 0.02%
+410
175
$51K 0.02%
+3,200