KP

Keel Point Portfolio holdings

AUM $1.51B
1-Year Est. Return 22.01%
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.63%
2 Healthcare 3.92%
3 Financials 1.87%
4 Communication Services 1.77%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-36,780
252
-1,435
253
-10,401