KTM

Keeler Thomas Management Portfolio holdings

AUM $232M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$544K
3
+$420K
4
MCK icon
McKesson
MCK
+$390K
5
UL icon
Unilever
UL
+$258K

Top Sells

1
+$14M
2
+$572K
3
+$560K
4
EWQ icon
iShares MSCI France ETF
EWQ
+$465K
5
ABBV icon
AbbVie
ABBV
+$359K

Sector Composition

1 Industrials 19.61%
2 Healthcare 13.81%
3 Consumer Staples 8.7%
4 Financials 8.3%
5 Technology 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
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