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
$366M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.19%
2 Healthcare 6.15%
3 Financials 4.67%
4 Consumer Discretionary 3.94%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$16.7K ﹤0.01%
77
627
$16.7K ﹤0.01%
772
628
$16.6K ﹤0.01%
36
629
$16.6K ﹤0.01%
115
630
$16.6K ﹤0.01%
215
-633
631
$16.5K ﹤0.01%
640
632
$16.4K ﹤0.01%
226
633
$16.2K ﹤0.01%
250
634
$16.1K ﹤0.01%
222
635
$16.1K ﹤0.01%
2,560
636
$15.9K ﹤0.01%
4,084
637
$15.9K ﹤0.01%
82
638
$15.9K ﹤0.01%
118
639
$15.8K ﹤0.01%
265
640
$15.8K ﹤0.01%
1,953
641
$15.6K ﹤0.01%
82
642
$15.5K ﹤0.01%
750
643
$15.3K ﹤0.01%
301
644
$15.1K ﹤0.01%
128
645
$15.1K ﹤0.01%
910
646
$14.9K ﹤0.01%
133
647
$14.8K ﹤0.01%
554
648
$14.8K ﹤0.01%
1,000
649
$14.6K ﹤0.01%
52
650
$14.5K ﹤0.01%
187