KI
Kapitalo Investimentos Portfolio holdings
AUM
$459M
This Quarter Return
-7.73%
1 Year Return
+18.25%
3 Year Return
+64.59%
5 Year Return
+80.43%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-14%)
Cap. Flow
-$18.6M
Cap. Flow
% of AUM
-10.13%
Top 10 Holdings %
Top 10 Hldgs %
82.92%
Holding
48
New
12
Increased
8
Reduced
12
Closed
6
Top Buys
| 1 |
Suncor Energy
SU
|
$10.1M |
| 2 |
Mastercard
MA
|
$8.93M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$7.19M |
| 4 |
KSU
Kansas City Southern
KSU
|
$7.16M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$6.92M |
Top Sells
| 1 |
Laureate Education
LAUR
|
$42.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$9.14M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$6.69M |
| 4 |
Apollo Global Management
APO
|
$4.33M |
| 5 |
Mercado Libre
MELI
|
$3.9M |
Sector Composition
| 1 | Financials | 47.23% |
| 2 | Technology | 11.44% |
| 3 | Materials | 5.65% |
| 4 | Energy | 5.51% |
| 5 | Industrials | 3.89% |
