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
$361M
AUM Growth
-$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$3.02M
3 +$2.94M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.3M
5
CLX icon
Clorox
CLX
+$2.14M

Top Sells

1 +$5.05M
2 +$3.4M
3 +$2.63M
4
IYE icon
iShares US Energy ETF
IYE
+$2.61M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.59M

Sector Composition

1 Technology 14.76%
2 Consumer Staples 14.08%
3 Healthcare 10.38%
4 Industrials 9.92%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-781