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
176
$51K 0.02%
+1,825
177
$50K 0.02%
+770
178
$49K 0.02%
+300
179
$47K 0.02%
+980
180
$47K 0.02%
+1,000
181
$46K 0.02%
+610
182
$45K 0.02%
+860
183
$44K 0.02%
+1,080
184
$42K 0.02%
+1,380
185
$42K 0.02%
+650
186
$42K 0.02%
+495
187
$40K 0.02%
+400
188
$40K 0.02%
+366
189
$40K 0.02%
+820
190
$39K 0.02%
+1,400
191
$39K 0.02%
+80
192
$38K 0.02%
+1,982
193
$38K 0.02%
+1,058
194
$37K 0.02%
+800
195
$37K 0.02%
+1,000
196
$37K 0.02%
+240
197
$37K 0.02%
+1,304
198
$35K 0.02%
+450
199
$35K 0.02%
+239
200
$34K 0.02%
+300