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KRW
Kaufman Rossin Wealth Portfolio holdings
AUM
$174M
1-Year Est. Return
31.63%
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$192M
AUM Growth
+$9.39M
(+5.1%)
Holding
179
Top Buys
| 1 | +$967K | |
| 2 | +$758K | |
| 3 | +$684K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$561K |
| 5 |
PG&E
PCG
|
+$492K |
Top Sells
| 1 | +$719K | |
| 2 | +$679K | |
| 3 | +$536K | |
| 4 |
Chewy
CHWY
|
+$351K |
| 5 |
News Corp Class A
NWSA
|
+$343K |
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Healthcare | 4.86% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 3.98% |
| 5 | Financials | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Toro Company
TTC
$8.69B
| – | – |
-2,749
|
|
||
177
Alexandria Real Estate Equities
ARE
$9.12B
| – | – |
-2,954
|
|
||
178
DuPont de Nemours
DD
$18.3B
| – | – |
-9,608
|
|
||
179
BioMarin Pharmaceuticals
BMRN
$10.9B
| – | – |
-4,568
|
|