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
$121M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$920K
2 +$280K
3 +$278K
4
AKAM icon
Akamai
AKAM
+$246K
5
LRCX icon
Lam Research
LRCX
+$227K

Top Sells

1 +$264K
2 +$199K
3 +$103K
4
KO icon
Coca-Cola
KO
+$88.3K
5
SO icon
Southern Company
SO
+$87.5K

Sector Composition

1 Technology 15.34%
2 Communication Services 13.05%
3 Healthcare 11.92%
4 Financials 10.38%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11K 0.01%
11,705
-7,370
152
-3,654