KLWA

Kelly Lawrence W & Associates Portfolio holdings

AUM $411M
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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 +$10.7M
2 +$10.1M
3 +$4.99M
4
BXP icon
Boston Properties
BXP
+$483K
5
NEE icon
NextEra Energy
NEE
+$351K

Top Sells

1 +$8.81M
2 +$2.29M
3 +$1.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$897K
5
COF icon
Capital One
COF
+$580K

Sector Composition

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