KF

KMS FINANCIAL SERVICES, INC

13F
KMS FINANCIAL SERVICES, INC
Last update 2014-11-17 491 Stocks (24 new)
Value $682.00 Mil Turnover 6 %
Countries:
Top Holdings: undefined(undefined%)
KMS FINANCIAL SERVICES, INC Top Holdings of 2014-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
333,266
33,217.0
+4.15%
4.870
+0.19%
0.110
+24.44%
+7.95%
152,432.4
 
AAPL
Apple Inc
1,050,884
26,460.0
+8.12%
3.880
+0.29%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
BRK.B
Berkshire Hathaway Inc
153,314
21,179.0
+0.29%
3.110
+0.01%
0.010
-8.52%
+7.00%
1,046,283.1
Insurance
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
278,335
18,484.0
+8.06%
2.710
+0.20%
0.070
+10.16%
+7.86%
58,243.4
 
BSV
Vanguard Short-Term Bond ETF
228,995
18,336.0
+11.22%
2.690
+0.27%
0.050
+0.70%
+3.17%
38,481.4
 
VIG
Vanguard Dividend Appreciation FTF
212,458
16,349.0
+0.16%
2.400
0%
0.050
+11.15%
+7.09%
87,948.4
 
BND
Vanguard Total Bond Market ETF
156,000
12,781.0
+11.97%
1.870
+0.20%
0.010
+0.05%
+3.60%
126,370.7
 
JNJ
Johnson & Johnson
113,699
12,119.0
+7.47%
1.780
+0.12%
0.000
-1.55%
+9.67%
375,371.5
Drug Manufacturers
MSFT
Microsoft Corp
228,239
10,557.0
+1.26%
1.550
+0.02%
0.000
+33.94%
+18.80%
3,707,650.2
Software
GE
General Electric Co
51,214
10,497.0
+3.35%
1.540
+0.05%
0.040
+31.58%
+48.29%
263,269.5
Aerospace & Defense

KMS FINANCIAL SERVICES, INC's Historical Top Holdings Breakdowns

KMS FINANCIAL SERVICES, INC Total Holding History ($B)

To

KMS FINANCIAL SERVICES, INC's Asset Allocation

To

KMS FINANCIAL SERVICES, INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KMS FINANCIAL SERVICES, INC's Hypothetical Growth since 2014-09-30

KMS FINANCIAL SERVICES, INC's Yearly Returns

Year Portfolio % % Excess Gain %

KMS FINANCIAL SERVICES, INC's Holdings Heat Map

Size field:

KMS FINANCIAL SERVICES, INC's Holdings Bubble Chart

KMS FINANCIAL SERVICES, INC News

  • 1

Discussions on KMS FINANCIAL SERVICES, INC

No discussions yet.