KELLY LAWRENCE W & Overview
Kelly Lawrence W & Associates Inc is an investment advisor that manages 652.1 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 473MM in positions, representing 73% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 473MM in positions, representing 73% of the manager's regulatory AUM.
KELLY LAWRENCE W & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KELLY LAWRENCE W & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.1% | Tech | 6.16% | -0.46% | 0 | 39% | ||
| GOOGL | 5.73% | Tech | 11.22% | 0.03% | 0 | 38% | ||
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FEATURED IN
KELLY LAWRENCE W & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lawrence W. Kelly | Chairman, Director | December-1979 |
| Nicholas J. Welsh | Chief Executive Officer, Director And Shareholder | October-2004 |
| Michael C. Stewart | Chief Compliance Officer | September-2013 |
KELLY LAWRENCE W & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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KELLY LAWRENCE W & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
LK&A primarily selects larger-capitalization stocks with histories of strong long-term earnings growth for our clients’ equity portfolios. Our equity investment strategy focuses on long term purchases with securities usually being held at least one year. Client equity portfolios are relatively concentrated with typically less than 40 individual stocks per client portfolio. For clients with multiple accounts with us, all the accounts are typically managed as a single portfolio. LK&A buys for client portfolios U.S. listed common and preferred stocks, stocks listed on foreign exchanges and American Depository Receipts (ADRs). We do not typically invest in mutual funds, exchange traded funds, options or derivatives.
LK&A selects portfolio securities based on fundamental analysis and firm generated research and stock screens. We also use brokerage firm research, investment news services, ...
Unlock Full Investment Process Description
LK&A primarily selects larger-capitalization stocks with histories of strong long-term earnings growth for our clients’ equity portfolios. Our equity investment strategy focuses on long term purchases with securities usually being held at least one year. Client equity portfolios are relatively concentrated with typically less than 40 individual stocks per client portfolio. For clients with multiple accounts with us, all the accounts are typically managed as a single portfolio. LK&A buys for client portfolios U.S. listed common and preferred stocks, stocks listed on foreign exchanges and American Depository Receipts (ADRs). We do not typically invest in mutual funds, exchange traded funds, options or derivatives.
LK&A selects portfolio securities based on fundamental analysis and firm generated research and stock screens. We also use brokerage firm research, investment news services, ...
Unlock Full Investment Process Description
KELLY LAWRENCE W & Portfolio Concentration
KELLY LAWRENCE W & Location
199 SOUTH LOS ROBLES AVENUE
SUITE 850
PASADENA, California
UNITED STATES, 91101-2461
SUITE 850
PASADENA, California
UNITED STATES, 91101-2461
KELLY LAWRENCE W & Contact Information
Phone Number: 626/449-9500
Fax Number: 626/449-9566
Website: null
Fax Number: 626/449-9566
Website: null
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