BKA

Brick & Kyle Associates Portfolio holdings

AUM $225M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$617K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$256K
2 +$229K
3 +$203K
4
PNC icon
PNC Financial Services
PNC
+$202K
5
MMM icon
3M
MMM
+$178K

Top Sells

1 +$3.46M
2 +$1.88M
3 +$201K
4
KMB icon
Kimberly-Clark
KMB
+$193K
5
SLB icon
SLB Limited
SLB
+$140K

Sector Composition

1 Healthcare 16.84%
2 Communication Services 14.01%
3 Financials 11.31%
4 Technology 9.55%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-16,205
102
-37,774