KLWA

Kelly Lawrence W & Associates Portfolio holdings

AUM $382M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Sells

1 +$9.41M
2 +$7.74M
3 +$3.95M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.51M
5
AMD icon
Advanced Micro Devices
AMD
+$1.41M

Sector Composition

1 Technology 29.31%
2 Financials 21.11%
3 Healthcare 18.27%
4 Communication Services 9.22%
5 Consumer Staples 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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