KCM

Kerusso Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.77M
3
+$1.76M
4
WSM icon
Williams-Sonoma
WSM
+$1.66M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.55M

Top Sells

1
+$3.75M
2
+$2.3M
3
+$2.22M
4
QCOM icon
Qualcomm
QCOM
+$1.02M

Sector Composition

1 Financials 24.33%
2 Industrials 13.11%
3 Energy 11.35%
4 Consumer Discretionary 11.18%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.97%
+17,798
52
$1.49M 0.95%
11,051
+664
53
$1.44M 0.91%
5,204
+316
54
$1.42M 0.9%
18,199
+1,104
55
$1.41M 0.9%
7,365
+446
56
$1.35M 0.86%
42,791
+2,582
57
$1.31M 0.84%
6,658
+406
58
– –
-53,406
59
– –
-41,938
60
– –
-28,650
1 2
3