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
$215M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$42.8M
3
+$7.93M
4
MELI icon
Mercado Libre
MELI
+$4.85M
5
ONEM
1Life Healthcare
ONEM
+$4.68M

Top Sells

1
+$6.82M
2
+$5.71M
3
+$5.69M
4
META icon
Meta Platforms (Facebook)
META
+$4.46M
5
BABA icon
Alibaba
BABA
+$3.73M

Sector Composition

1 Financials 39.82%
2 Consumer Staples 19.93%
3 Technology 11.08%
4 Communication Services 4.34%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72M 33.11%
+1,654,416
2
$42.8M 19.69%
+2,952,909
3
$15M 6.91%
215,438
+33,738
4
$9.24M 4.25%
34,123
-2,241
5
$9.14M 4.2%
26,278
-12,829
6
$7.93M 3.64%
+147,218
7
$6.69M 3.08%
76,007
-38,993
8
$4.85M 2.23%
+3,112
9
$4.68M 2.15%
+141,563
10
$4.65M 2.14%
19,897
+1,680
11
$4.63M 2.13%
+12,683
12
$4.33M 1.99%
69,640
-91,800
13
$3.7M 1.7%
15,151
-2,863
14
$3.67M 1.68%
16,165
-16,441
15
$3.6M 1.65%
+15,082
16
$3.18M 1.46%
+137,962
17
$2.58M 1.18%
378,600
18
$2.23M 1.03%
+58,101
19
$1.99M 0.92%
+20,600
20
$1.86M 0.85%
16,900
-1,170
21
$1.78M 0.82%
+6,375
22
$972K 0.45%
+9,340
23
$922K 0.42%
+3,670
24
$883K 0.41%
+3,650
25
$879K 0.4%
+3,025
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