KC

Kadensa Capital Portfolio holdings

AUM $628M
1-Year Est. Return 31.61%
This Quarter Est. Return
1 Year Est. Return
+31.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$36.9M
2 +$22.9M
3 +$11.4M
4
LULU icon
lululemon athletica
LULU
+$9.89M
5
MSFT icon
Microsoft
MSFT
+$9.78M

Top Sells

1 +$20M
2 +$9.92M
3 +$7.45M
4
EDU icon
New Oriental
EDU
+$6.17M
5
ZTO icon
ZTO Express
ZTO
+$5.95M

Sector Composition

1 Technology 32.88%
2 Energy 26.47%
3 Consumer Discretionary 16.14%
4 Financials 10.19%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,515,866
27
-34,810