KI

Kapitalo Investimentos Portfolio holdings

AUM $534M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$67.4M
3
+$24.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.73M
5
HES
Hess
HES
+$3.94M

Top Sells

1
+$119M
2
+$17.6M
3
+$6.39M
4
VALE icon
Vale
VALE
+$5.45M
5
PBR.A icon
Petrobras Class A
PBR.A
+$4.71M

Sector Composition

1 Consumer Discretionary 54.75%
2 Financials 30.91%
3 Technology 5.31%
4 Energy 1.8%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-50,890
27
– –
-51,970
28
– –
-473,810
1
2