KAM
Kavi Asset Management Portfolio holdings
AUM
$117M
This Quarter Return
+13.02%
1 Year Return
+17.69%
3 Year Return
+139.87%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.32%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
MEG
Media General, Inc
MEG
|
$19.8M |
| 2 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
$12.9M |
| 3 |
Hubbell
HUBB
|
$11M |
| 4 |
SFLY
Shutterfly, Inc.
SFLY
|
$9.89M |
| 5 |
AGN
Allergan plc
AGN
|
$7.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 36.13% |
| 2 | Consumer Discretionary | 15.39% |
| 3 | Healthcare | 13.59% |
| 4 | Technology | 10.49% |
| 5 | Industrials | 9.11% |
