KI

Kapitalo Investimentos Portfolio holdings

AUM $459M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$29.7M
3 +$15.3M
4
MU icon
Micron Technology
MU
+$7.38M
5
BKNG icon
Booking.com
BKNG
+$5.36M

Top Sells

1 +$8.79M
2 +$8.73M
3 +$6.91M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
TX icon
Ternium
TX
+$3.92M

Sector Composition

1 Consumer Discretionary 25.04%
2 Technology 22.98%
3 Financials 10.12%
4 Real Estate 5.49%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$149K 0.1%
+2,846
27
$119K 0.08%
707
28
$110K 0.07%
1,154
29
$88.8K 0.06%
12,500
30
$3.94K ﹤0.01%
33
-26,640
31
0
32
-150
33
0
34
-300,000
35
0
36
0
37
0
38
-9,100
39
0
40
-378,600
41
-5,991
42
0
43
-646,541
44
-509
45
-85,868
46
0
47
0