KCM

Karp Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
-12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.63M
3 +$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1 +$4.81M
2 +$3.4M
3 +$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-600
377
-17,115
378
-62,890
379
-89
380
-14,130
381
-500
382
$0 ﹤0.01%
26
383
-32,035
384
$0 ﹤0.01%
23
385
-112
386
$0 ﹤0.01%
14
+9
387
$0 ﹤0.01%
+100
388
$0 ﹤0.01%
1
389
$0 ﹤0.01%
31
390
-32,427
391
-2,000
392
-219
393
-21,938
394
-1,150
395
-4,410
396
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398
-2,825