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
$157M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$361K
2 +$138K
3 +$116K
4
JCI icon
Johnson Controls International
JCI
+$72.7K
5
BIDU icon
Baidu
BIDU
+$70.9K

Top Sells

1 +$879K
2 +$502K
3 +$226K
4
MMM icon
3M
MMM
+$213K
5
PG icon
Procter & Gamble
PG
+$204K

Sector Composition

1 Healthcare 23.44%
2 Technology 17.01%
3 Industrials 16.96%
4 Consumer Staples 10.62%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32.5K 0.02%
780
177
$31.4K 0.02%
132
178
$31K 0.02%
600
179
$31K 0.02%
374
180
$30.6K 0.02%
175
181
$29.7K 0.02%
400
182
$29.4K 0.02%
590
183
$29.4K 0.02%
300
184
$29.3K 0.02%
610
+140
185
$29K 0.02%
1,671
186
$28.5K 0.02%
580
187
$28.4K 0.02%
11,550
188
$28.3K 0.02%
93
189
$27.8K 0.02%
600
190
$27.8K 0.02%
600
191
$26.4K 0.02%
430
192
$26.2K 0.02%
1,440
193
$26K 0.02%
550
194
$25.7K 0.02%
830
195
$25.4K 0.02%
940
196
$25.1K 0.02%
154
197
$24.8K 0.02%
760
198
$24.3K 0.02%
850
199
$24.2K 0.02%
940
200
$23.9K 0.02%
500