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
$180M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$55M
2 +$25.4M
3 +$19.3M
4
MSFT icon
Microsoft
MSFT
+$7.46M
5
SLB icon
SLB Ltd
SLB
+$6.69M

Top Sells

1 +$14M
2 +$7.12M
3 +$5.08M
4
BABA icon
Alibaba
BABA
+$3.99M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.24M

Sector Composition

1 Financials 42.67%
2 Industrials 31.1%
3 Energy 18.18%
4 Technology 4.15%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-108,120
27
-8,210