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
$153M
AUM Growth
-$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$741K
2 +$453K
3 +$325K
4
WM icon
Waste Management
WM
+$283K
5
DIS icon
Walt Disney
DIS
+$212K

Top Sells

1 +$13.2M
2 +$4.82M
3 +$1.53M
4
CI icon
Cigna
CI
+$705K
5
XOM icon
Exxon Mobil
XOM
+$271K

Sector Composition

1 Healthcare 23.86%
2 Industrials 17.83%
3 Technology 16.63%
4 Consumer Staples 11.45%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$20K 0.01%
830
+440
202
$18K 0.01%
570
+300
203
$18K 0.01%
93
204
$17K 0.01%
695
+508
205
$17K 0.01%
780
+420
206
$17K 0.01%
480
+280
207
$17K 0.01%
150
+90
208
$17K 0.01%
716
+380
209
$16K 0.01%
720
+420
210
$16K 0.01%
180
+100
211
$16K 0.01%
833
212
$15K 0.01%
520
+310
213
$15K 0.01%
551
+17
214
$14K 0.01%
340
+180
215
$14K 0.01%
460
+270
216
$14K 0.01%
230
+140
217
$14K 0.01%
240
+160
218
$13K 0.01%
905
+230
219
$13K 0.01%
430
+230
220
$13K 0.01%
210
+120
221
$13K 0.01%
+360
222
$13K 0.01%
320
+170
223
$12K 0.01%
459
224
$12K 0.01%
345
+180
225
$12K 0.01%
930
+490