KCM
Karsch Capital Management Portfolio holdings
AUM
$84.5M
1 Year Est. Return
–
AUM
$1.17B
AUM Growth
–
Holding
28
Top Buys
| 1 | +$104M | |
| 2 | +$93.8M | |
| 3 | +$87.6M | |
| 4 |
Liberty Global Class C
LBTYK
|
+$73.3M |
| 5 |
PPG Industries
PPG
|
+$69.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 23.81% |
| 2 | Industrials | 16.67% |
| 3 | Healthcare | 14.67% |
| 4 | Consumer Discretionary | 12.75% |
| 5 | Technology | 12.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
TransDigm Group
TDG
$71.4B
| $6.15M | 0.52% |
+39,220
|
|
||
27
iShares Russell 2000 ETF
IWM
$70.2B
| $4.57M | 0.39% |
+47,000
|
|
||
|
DD
28
DELISTED
Du Pont De Nemours E I
DD
| – | – |
0
|
|