WKA
Wilson Kemp & Associates Portfolio holdings
AUM
$11M
1-Year Est. Return
17.37%
1 Year Est. Return
+17.37%
AUM
$11M
AUM Growth
-$16.9M
(-61%)
Holding
54
Top Buys
No buys this quarter
Top Sells
| 1 | +$804K | |
| 2 | +$692K | |
| 3 | +$633K | |
| 4 |
Johnson & Johnson
JNJ
|
+$595K |
| 5 |
GE Aerospace
GE
|
+$589K |
Sector Composition
| 1 | Consumer Staples | 23.84% |
| 2 | Healthcare | 14.46% |
| 3 | Technology | 13.86% |
| 4 | Communication Services | 11.09% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Hershey
HSY
$34.6B
| – | – |
-4,100
|
|
||
52
Coca-Cola
KO
$303B
| – | – |
-6,600
|
|
||
53
Mondelez International
MDLZ
$74B
| – | – |
-7,600
|
|
||
54
Medtronic
MDT
$117B
| – | – |
-7,463
|
|