KIM
Kane Investment Management Portfolio holdings
AUM
$206M
1-Year Est. Return
35.14%
1 Year Est. Return
+35.14%
AUM
$206M
AUM Growth
+$15M
(+7.9%)
Holding
102
Top Buys
| 1 | +$1.7M | |
| 2 | +$682K | |
| 3 | +$672K | |
| 4 |
Goldman Sachs
GS
|
+$600K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$523K |
Top Sells
| 1 | +$6.8M | |
| 2 | +$799K | |
| 3 | +$624K | |
| 4 |
Accenture
ACN
|
+$597K |
| 5 |
IBM
IBM
|
+$592K |
Sector Composition
| 1 | Technology | 49.52% |
| 2 | Industrials | 8.85% |
| 3 | Communication Services | 4.18% |
| 4 | Financials | 4.04% |
| 5 | Consumer Discretionary | 3.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walmart
WMT
$915B
| – | – |
-5,726
|
|
||
102
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
| – | – |
-4,747
|
|