KNW

Kesler Norman & Wride Portfolio holdings

AUM $583M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
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 +$3.27M
2 +$3.15M
3 +$3.04M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.71M
5
CLX icon
Clorox
CLX
+$2.17M

Top Sells

1 +$5.74M
2 +$3.87M
3 +$2.97M
4
IYE icon
iShares US Energy ETF
IYE
+$2.91M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.82M

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