KIM
Kaizen Investment Management Portfolio holdings
AUM
$6.23M
This Quarter Return
+4.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$18.5M
AUM Growth
–
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Seagate
STX
|
$9.71M |
| 2 |
Freeport-McMoran
FCX
|
$5.07M |
| 3 |
HDFC Bank
HDB
|
$3.72M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 52.48% |
| 2 | Materials | 27.41% |
| 3 | Financials | 20.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Seagate
STX
$35.6B
| $9.71M | 52.48% |
+104,400
| New | +$9.71M |
|
|
2
Freeport-McMoran
FCX
$63.7B
| $5.07M | 27.41% |
+107,900
| New | +$5.07M |
|
|
3
HDFC Bank
HDB
$182B
| $3.72M | 20.11% |
+66,500
| New | +$3.72M |
|