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
$156M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.93M
3
+$2.55M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$2.37M
5
CHD icon
Church & Dwight Co
CHD
+$2.27M

Top Sells

1
+$3.33M
2
+$2.52M
3
+$2.44M
4
NKE icon
Nike
NKE
+$2.24M
5
PAY
Verifone Systems Inc
PAY
+$1.94M

Sector Composition

1 Communication Services 7.38%
2 Industrials 4.85%
3 Financials 4.32%
4 Consumer Staples 3.65%
5 Technology 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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88
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-11,000
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4