KCM

Key Capital Management Portfolio holdings

AUM $151M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Sells

1 +$2.15M
2 +$1.92M
3 +$1.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$916K

Sector Composition

1 Technology 2.69%
2 Consumer Discretionary 1.32%
3 Financials 1.29%
4 Healthcare 0.59%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XMMO icon
551
Invesco S&P MidCap Momentum ETF
XMMO
$6.96B
$1.74K ﹤0.01%
+12
KMB icon
552
Kimberly-Clark
KMB
$33B
$1.74K ﹤0.01%
+18
IHG icon
553
InterContinental Hotels
IHG
$21.9B
$1.74K ﹤0.01%
+13
ANGL icon
554
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$1.72K ﹤0.01%
60
-15,564
ORI icon
555
Old Republic International
ORI
$9.62B
$1.72K ﹤0.01%
43
+31
STLA icon
556
Stellantis
STLA
$21.7B
$1.72K ﹤0.01%
+242
LNG icon
557
Cheniere Energy
LNG
$51.9B
$1.7K ﹤0.01%
+6
MDYV icon
558
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$1.7K ﹤0.01%
20
+3
HPQ icon
559
HP
HPQ
$19.2B
$1.69K ﹤0.01%
88
+70
OXY.WS icon
560
Occidental Petroleum Corp Warrants
OXY.WS
$30B
$1.67K ﹤0.01%
39
-2
SWKS icon
561
Skyworks Solutions
SWKS
$9.78B
$1.66K ﹤0.01%
31
+25
OTEX icon
562
Open Text
OTEX
$5.94B
$1.65K ﹤0.01%
+74
SYK icon
563
Stryker
SYK
$113B
$1.64K ﹤0.01%
+5
PEG icon
564
Public Service Enterprise Group
PEG
$38.8B
$1.62K ﹤0.01%
20
+16
QGRW icon
565
WisdomTree US Quality Growth Fund
QGRW
$2.39B
$1.6K ﹤0.01%
+30
EW icon
566
Edwards Lifesciences
EW
$47.7B
$1.6K ﹤0.01%
20
MMM icon
567
3M
MMM
$75B
$1.6K ﹤0.01%
11
FTV icon
568
Fortive
FTV
$18.6B
$1.55K ﹤0.01%
+28
TCHP icon
569
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.14B
$1.55K ﹤0.01%
+35
NVO icon
570
Novo Nordisk
NVO
$203B
$1.54K ﹤0.01%
42
+24
IR icon
571
Ingersoll Rand
IR
$30.3B
$1.52K ﹤0.01%
19
FNDC icon
572
Schwab Fundamental International Small Company Index ETF
FNDC
$3.36B
$1.48K ﹤0.01%
+32
RJF icon
573
Raymond James Financial
RJF
$29.9B
$1.45K ﹤0.01%
+10
BSX icon
574
Boston Scientific
BSX
$84.1B
$1.44K ﹤0.01%
+23
ACGL icon
575
Arch Capital
ACGL
$33B
$1.44K ﹤0.01%
+15