KLWA

Kelly Lawrence W & Associates Portfolio holdings

AUM $413M
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$10.1M
3 +$5.49M
4
BXP icon
Boston Properties
BXP
+$509K
5
NEE icon
NextEra Energy
NEE
+$362K

Top Sells

1 +$8.81M
2 +$2.19M
3 +$1.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$970K
5
COF icon
Capital One
COF
+$563K

Sector Composition

1 Technology 28.45%
2 Healthcare 18.34%
3 Financials 16.72%
4 Communication Services 9.91%
5 Consumer Staples 8.81%