KPF

K2 Principal Fund Portfolio holdings

AUM $545M
1-Year Est. Return 16.04%
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$20M
3
+$17.3M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$6.87M
5
GSHTU
Gores Holdings II, Inc. Units
GSHTU
+$6.67M

Top Sells

1
+$31.4M
2
+$25M
3
+$14.6M
4
WCN icon
Waste Connections
WCN
+$13.6M
5
BAS
Basis Energy Services, Inc.
BAS
+$10.4M

Sector Composition

1 Technology 16.43%
2 Energy 10.56%
3 Communication Services 10.12%
4 Financials 9.4%
5 Materials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
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