KFS

KMS Financial Services Portfolio holdings

AUM $713M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$16.7M
3 +$12.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.06M
5
MSFT icon
Microsoft
MSFT
+$6.33M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.62%
2 Consumer Staples 6.57%
3 Technology 5.73%
4 Financials 5.64%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$327K 0.09%
+1,589
252
$325K 0.09%
+23,420
253
$324K 0.09%
+7,817
254
$312K 0.09%
+15,871
255
$309K 0.09%
+6,987
256
$308K 0.09%
+15,124
257
$306K 0.09%
+6,136
258
$304K 0.09%
+35,200
259
$304K 0.09%
+4,701
260
$303K 0.08%
+10,906
261
$302K 0.08%
+7,899
262
$301K 0.08%
+5,020
263
$301K 0.08%
+3,835
264
$296K 0.08%
+2,632
265
$294K 0.08%
+2,680
266
$294K 0.08%
+16,859
267
$293K 0.08%
+3,794
268
$293K 0.08%
+4,811
269
$292K 0.08%
+15,641
270
$288K 0.08%
+10,648
271
$288K 0.08%
+13,028
272
$287K 0.08%
+20,620
273
$286K 0.08%
+74
274
$286K 0.08%
+20,432
275
$282K 0.08%
+29,364