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
$306M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$8.41M
3 +$6.94M
4
MDB icon
MongoDB
MDB
+$6.39M
5
SMAR
Smartsheet Inc.
SMAR
+$5.51M

Top Sells

1 +$8.01M
2 +$7.65M
3 +$5.61M
4
ZTO icon
ZTO Express
ZTO
+$4.88M
5
GLD icon
SPDR Gold Trust
GLD
+$4.84M

Sector Composition

1 Technology 45.92%
2 Energy 24.51%
3 Consumer Discretionary 14.47%
4 Financials 7.56%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-28,726
27
-8,510
28
-452,084