KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$15K 0.01%
170
552
$15K 0.01%
167
553
$15K 0.01%
624
554
$15K 0.01%
407
+10
555
$15K 0.01%
1,379
556
$15K 0.01%
1,484
557
$15K 0.01%
813
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558
$15K 0.01%
297
+72
559
$15K 0.01%
219
560
$14K 0.01%
342
561
$14K 0.01%
492
562
$14K 0.01%
326
563
$14K 0.01%
152
564
$14K 0.01%
142
565
$14K 0.01%
405
566
$14K 0.01%
427
567
$14K 0.01%
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568
$14K 0.01%
137
569
$13K 0.01%
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570
$13K 0.01%
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571
$13K 0.01%
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$13K 0.01%
248
573
$13K 0.01%
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574
$13K 0.01%
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575
$13K 0.01%
+285