KNW
Kesler Norman & Wride Portfolio holdings
AUM
$564M
This Quarter Return
+11.06%
1 Year Return
+19.27%
3 Year Return
+53.74%
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
–
Cap. Flow
+$359M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.26%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$8.42M |
| 2 |
Apple
AAPL
|
$8.06M |
| 3 |
Lowe's Companies
LOW
|
$7.39M |
| 4 |
Blackrock
BLK
|
$7.35M |
| 5 |
Accenture
ACN
|
$7.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Staples | 8.23% |
| 5 | Industrials | 7.72% |
