KLWA
Kelly Lawrence W & Associates Portfolio holdings
AUM
$382M
This Quarter Return
+5.88%
1 Year Return
+13.86%
3 Year Return
+61.56%
5 Year Return
+124.1%
10 Year Return
+368.26%
AUM
$394M
AUM Growth
–
Cap. Flow
+$394M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$15.4M |
| 2 |
Hartford Financial Services
HIG
|
$15M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$15M |
| 4 |
Elevance Health
ELV
|
$13.4M |
| 5 |
PepsiCo
PEP
|
$13.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.42% |
| 2 | Financials | 15.35% |
| 3 | Technology | 13.88% |
| 4 | Consumer Staples | 12.69% |
| 5 | Industrials | 11.51% |
