KNW

Kesler Norman & Wride Portfolio holdings

AUM $564M
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$353K
2 +$284K
3 +$258K
4
TSLA icon
Tesla
TSLA
+$237K
5
JKHY icon
Jack Henry & Associates
JKHY
+$230K

Top Sells

1 +$652K
2 +$358K
3 +$292K
4
NVDA icon
NVIDIA
NVDA
+$223K
5
GIS icon
General Mills
GIS
+$211K

Sector Composition

1 Technology 17.51%
2 Consumer Staples 14.09%
3 Industrials 11.92%
4 Healthcare 11.48%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.05%
+7,484
152
$202K 0.05%
2,468
+17
153
$161K 0.04%
10,971
154
$85.1K 0.02%
10,200
155
$58.1K 0.01%
11,500
156
$27.9K 0.01%
+10,027
157
-2,474