KMWM

Keudell/Morrison Wealth Management Portfolio holdings

AUM $451M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$10.8M
3
+$1.42M
4
UPST icon
Upstart Holdings
UPST
+$386K
5
XYZ
Block Inc
XYZ
+$386K

Top Sells

1
+$43.9M
2
+$6.55M
3
+$4.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.18M
5
T icon
AT&T
T
+$585K

Sector Composition

1 Technology 16.74%
2 Healthcare 9.58%
3 Communication Services 7.36%
4 Financials 6.51%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.82%
139,080
-253
27
$2.02M 0.8%
13,980
-1,080
28
$1.89M 0.75%
4,742
-43
29
$1.85M 0.73%
78,182
+4,531
30
$1.83M 0.72%
11,570
-683
31
$1.79M 0.71%
10,420
+666
32
$1.78M 0.7%
7,014
-4
33
$1.75M 0.69%
31,505
+2,055
34
$1.57M 0.62%
30,199
-1,648
35
$1.56M 0.62%
9,136
-386
36
$1.56M 0.62%
9,530
+80
37
$1.55M 0.61%
24,530
-1,066
38
$1.53M 0.6%
17,753
+370
39
$1.46M 0.58%
35,459
-1,993
40
$1.45M 0.57%
20,100
+1,600
41
$1.44M 0.57%
30,418
-837
42
$1.43M 0.57%
41,937
-2,922
43
$1.42M 0.56%
+23,413
44
$1.4M 0.55%
18,270
-62
45
$1.35M 0.54%
4,532
+5
46
$1.35M 0.53%
3,265
-157
47
$1.34M 0.53%
5,014
48
$1.33M 0.52%
11,340
-213
49
$1.31M 0.52%
25,350
-473
50
$1.28M 0.51%
18,670
-124
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2
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