KWM

Keebeck Wealth Management Portfolio holdings

AUM $846M
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.36M
3
+$3.3M
4
WEC icon
WEC Energy
WEC
+$3.01M
5
CTSH icon
Cognizant
CTSH
+$2.48M

Top Sells

1
+$6.1M
2
+$3.57M
3
+$2.74M
4
CMCSA icon
Comcast
CMCSA
+$2.59M
5
MRK icon
Merck
MRK
+$2.42M

Sector Composition

1 Technology 12.2%
2 Financials 7.91%
3 Healthcare 6.4%
4 Industrials 4.24%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
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