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
201
$23K 0.01%
570
202
$22.8K 0.01%
580
203
$22.2K 0.01%
490
204
$21K 0.01%
340
205
$20.7K 0.01%
+1,042
206
$20.5K 0.01%
559
207
$20K 0.01%
450
208
$19.4K 0.01%
+1,080
209
$18.5K 0.01%
150
210
$18.3K 0.01%
269
+69
211
$17.9K 0.01%
833
212
$17.2K 0.01%
320
213
$17.2K 0.01%
1,280
+610
214
$17.2K 0.01%
230
215
$17.1K 0.01%
345
216
$15.6K 0.01%
180
217
$15.3K 0.01%
459
218
$14.5K 0.01%
360
219
$14.4K 0.01%
240
220
$14.4K 0.01%
280
221
$14.2K 0.01%
930
222
$14.1K 0.01%
145
223
$13.8K 0.01%
480
224
$13.6K 0.01%
520
225
$13.5K 0.01%
266