KIM

Kane Investment Management Portfolio holdings

AUM $191M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$54.3M
2 +$4.76M
3 +$2.03M
4
DASH icon
DoorDash
DASH
+$1.42M
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M

Sector Composition

1 Technology 48.55%
2 Industrials 9.3%
3 Financials 4.02%
4 Healthcare 3.9%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHM icon
101
Pultegroup
PHM
$24.6B
-7,685
TMO icon
102
Thermo Fisher Scientific
TMO
$204B
-1,531
XMHQ icon
103
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
-2,671
GARP
104
iShares MSCI USA Quality GARP ETF
GARP
$709M
-15,676