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
$291M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 7.68%
2 Technology 6.4%
3 Consumer Discretionary 5.56%
4 Financials 4.57%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.44M 0.84%
+47,785
52
$2.43M 0.84%
8,985
-85
53
$2.27M 0.78%
10,609
-120
54
$2.19M 0.75%
99,031
-4,030
55
$2.19M 0.75%
45,810
+17,350
56
$2.02M 0.7%
9,791
+11
57
$1.95M 0.67%
8,776
-45
58
$1.94M 0.67%
+33,670
59
$1.91M 0.66%
+22,315
60
$1.88M 0.65%
11,470
+4,675
61
$1.82M 0.63%
49,871
-3,959
62
$1.79M 0.62%
+31,240
63
$1.77M 0.61%
14,487
+2,642
64
$1.75M 0.6%
6,564
+221
65
$1.73M 0.59%
119,160
-2,367
66
$1.69M 0.58%
37,998
+4,830
67
$1.67M 0.57%
23,609
+9,961
68
$1.6M 0.55%
+9,432
69
$1.57M 0.54%
7,565
-150
70
$1.52M 0.52%
62,855
+10,320
71
$1.44M 0.49%
+26,870
72
$1.4M 0.48%
5,745
-460
73
$1.35M 0.47%
17,260
-1,515
74
$1.28M 0.44%
+34,602
75
$1.27M 0.44%
9,205
+40