KSB

Kennebec Savings Bank Portfolio holdings

AUM $116M
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$158K
3 +$154K
4
NVDA icon
NVIDIA
NVDA
+$138K
5
AAPL icon
Apple
AAPL
+$73.9K

Top Sells

1 +$140K
2 +$61K
3 +$56.1K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$53.3K
5
EMR icon
Emerson Electric
EMR
+$44.9K

Sector Composition

1 Technology 26.24%
2 Financials 14.07%
3 Consumer Discretionary 8.9%
4 Healthcare 8.61%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-433
277
-51
278
-190