KNW

Kesler Norman & Wride Portfolio holdings

AUM $510M
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$4.02M
2 +$1.76M
3 +$1.06M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$581K
5
AMLP icon
Alerian MLP ETF
AMLP
+$367K

Sector Composition

1 Technology 14.57%
2 Consumer Staples 11%
3 Financials 9.81%
4 Industrials 8.59%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-76,441
152
-162,720