KSB

Kennebec Savings Bank Portfolio holdings

AUM $110M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
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 +$729K
2 +$175K
3 +$174K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$166K
5
AAPL icon
Apple
AAPL
+$75.1K

Top Sells

1 +$142K
2 +$59.7K
3 +$57.3K
4
EMR icon
Emerson Electric
EMR
+$52.1K
5
JPM icon
JPMorgan Chase
JPM
+$46.4K

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
AI icon
276
C3.ai
AI
$2.09B
-219
AEE icon
277
Ameren
AEE
$27.6B
-76
ABEV icon
278
Ambev
ABEV
$37.4B
-1,000