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
$247M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$331K
3 +$321K
4
UL icon
Unilever
UL
+$262K
5
NVS icon
Novartis
NVS
+$186K

Top Sells

1 +$1.08M
2 +$753K
3 +$735K
4
MSFT icon
Microsoft
MSFT
+$593K
5
CVX icon
Chevron
CVX
+$546K

Sector Composition

1 Healthcare 24.55%
2 Technology 22.95%
3 Industrials 11.85%
4 Consumer Staples 9.01%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$43K 0.02%
1,304
202
$42K 0.02%
540
203
$42K 0.02%
495
204
$42K 0.02%
450
205
$41K 0.02%
450
206
$41K 0.02%
500
207
$41K 0.02%
+265
208
$40K 0.02%
800
209
$37K 0.02%
180
210
$36K 0.01%
50
211
$36K 0.01%
300
212
$36K 0.01%
644
213
$35K 0.01%
570
-100
214
$35K 0.01%
350
215
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$33K 0.01%
600
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$33K 0.01%
239
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$33K 0.01%
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219
$33K 0.01%
520
220
$33K 0.01%
1,060
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221
$32K 0.01%
455
222
$32K 0.01%
750
223
$32K 0.01%
311
224
$32K 0.01%
872
225
$32K 0.01%
610