KP
Keel Point Portfolio holdings
AUM
$1.51B
1-Year Est. Return
22.01%
1 Year Est. Return
+22.01%
AUM
$1.51B
AUM Growth
+$224M
(+17%)
Holding
530
Top Buys
| 1 | +$9.46M | |
| 2 | +$7.78M | |
| 3 | +$5.91M | |
| 4 |
Home Depot
HD
|
+$5.26M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.52M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$2.82M | |
| 3 | +$1.36M | |
| 4 |
Netflix
NFLX
|
+$1.19M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$1.06M |
Sector Composition
| 1 | Technology | 11.87% |
| 2 | Communication Services | 8.57% |
| 3 | Consumer Discretionary | 5.98% |
| 4 | Financials | 4.81% |
| 5 | Healthcare | 4.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
IQVIA
IQV
$38.5B
| – | – |
-1,389
|
|
||
527
Occidental Petroleum
OXY
$41.8B
| – | – |
-6,800
|
|
||
528
Regeneron Pharmaceuticals
REGN
$75.5B
| – | – |
-368
|
|
||
529
Valero Energy
VLO
$53.1B
| – | – |
-1,558
|
|
||
530
Corpay
CPAY
$21.7B
| – | – |
-668
|
|