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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$7.28M
3 +$6.99M
4
BA icon
Boeing
BA
+$4.67M
5
MMM icon
3M
MMM
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.29%
2 Healthcare 13.19%
3 Financials 8.61%
4 Consumer Staples 7.97%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$4K ﹤0.01%
+361
152
$4K ﹤0.01%
+60
153
$3K ﹤0.01%
+333
154
$2K ﹤0.01%
+40
155
$2K ﹤0.01%
+100
156
$2K ﹤0.01%
+11
157
$1K ﹤0.01%
+138
158
$0 ﹤0.01%
+30
159
$0 ﹤0.01%
+2
160
$0 ﹤0.01%
+300
161
$0 ﹤0.01%
+60