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
$333M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$16.2M
3
+$16.2M
4
BABA icon
Alibaba
BABA
+$12.9M
5
EL icon
Estee Lauder
EL
+$9.44M

Top Sells

1
+$22.5M
2
+$21.8M
3
+$13.6M
4
LULU icon
lululemon athletica
LULU
+$12.9M
5
NVDA icon
NVIDIA
NVDA
+$7.22M

Sector Composition

1 Technology 43.08%
2 Energy 17.89%
3 Financials 14.12%
4 Consumer Discretionary 11.67%
5 Consumer Staples 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-46,322
27
– –
-594,630
28
– –
-76,848
29
– –
-279,076
30
– –
-40,956
31
– –
-257,622
32
– –
-165,191
33
– –
-160,345
1
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