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
$261M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$663K
2 +$661K
3 +$598K
4
AAPL icon
Apple
AAPL
+$366K
5
BR icon
Broadridge
BR
+$247K

Top Sells

1 +$480K
2 +$457K
3 +$162K
4
BMY icon
Bristol-Myers Squibb
BMY
+$150K
5
WBA
Walgreens Boots Alliance
WBA
+$133K

Sector Composition

1 Technology 29%
2 Healthcare 23.41%
3 Industrials 13.86%
4 Consumer Staples 8.02%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$49K 0.02%
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$44K 0.02%
370
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$42K 0.02%
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179
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180
$40K 0.02%
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165
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$37K 0.01%
330
183
$37K 0.01%
900
184
$36K 0.01%
500
185
$36K 0.01%
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400
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$36K 0.01%
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200