KBFS

Kohmann Bosshard Financial Services Portfolio holdings

AUM $896M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.92%
2 Financials 0.85%
3 Industrials 0.63%
4 Communication Services 0.55%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,393