KSB
Kennebec Savings Bank Portfolio holdings
AUM
$110M
1-Year Est. Return
18.65%
1 Year Est. Return
+18.65%
AUM
$102M
AUM Growth
+$7.53M
(+8%)
Holding
278
Top Buys
| 1 | +$729K | |
| 2 | +$175K | |
| 3 | +$174K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$166K |
| 5 |
Apple
AAPL
|
+$75.1K |
Top Sells
| 1 | +$142K | |
| 2 | +$60.7K | |
| 3 | +$59.7K | |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$57.3K |
| 5 |
Emerson Electric
EMR
|
+$52.1K |
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
TSMC
TSM
$1.57T
| – | – |
-51
|
|
||
|
X
277
DELISTED
US Steel
X
| – | – |
-80
|
|
||
|
GRNY
278
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.92B
| – | – |
-248
|
|