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
$130M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.5M
3
+$16M
4
ARB icon
AltShares Merger Arbitrage ETF
ARB
+$7.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.84M

Top Sells

1
+$158M
2
+$18M
3
+$5.75M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
SUZ icon
Suzano
SUZ
+$4.63M

Sector Composition

1 Materials 15.14%
2 Consumer Discretionary 14.83%
3 Technology 10.47%
4 Financials 9.86%
5 Industrials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 13.66%
+216,950
2
$17.5M 13.14%
+188,968
3
$16M 12.01%
566,063
+563,800
4
$13.5M 10.14%
479,341
+16,200
5
$7.58M 5.68%
+294,200
6
$6.43M 4.82%
113,300
+40,800
7
$5.19M 3.89%
103,900
+10,390
8
$4.35M 3.26%
49,700
-206,100
9
$3.84M 2.88%
+43,500
10
$3.77M 2.83%
245,664
11
$3.6M 2.7%
+500,000
12
$3.11M 2.33%
183,000
+127,670
13
$2.66M 1.99%
+1,374
14
$2.59M 1.94%
378,600
15
$1.51M 1.13%
9,023
+4,500
16
$1.27M 0.95%
6,131
-6,518
17
$1.26M 0.94%
5,240
-19,802
18
$1.25M 0.94%
16,755
+9,000
19
$1.03M 0.77%
+10,360
20
$858K 0.64%
+11,750
21
$831K 0.62%
7,560
22
$651K 0.49%
+8,727
23
$590K 0.44%
+4,341
24
$484K 0.36%
+6,861
25
$444K 0.33%
284,528
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