KCM

Kawa Capital Management Portfolio holdings

AUM $55.2M
1-Year Est. Return 3.38%
This Quarter Est. Return
1 Year Est. Return
-3.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.7M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.18M
3
+$2.6M
4
BDN
Brandywine Realty Trust
BDN
+$1.67M

Top Sells

1
+$4.04M
2
+$2.61M

Sector Composition

1 Real Estate 41.68%
2 Materials 26.96%
3 Energy 13.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 30.1%
3,000,000
+372,649
2
$7.84M 17.52%
300,000
-100,000
3
$6.19M 13.84%
400,000
+167,750
4
$6.05M 13.53%
600,000
-400,000
5
$6.01M 13.43%
+2,094,404
6
$5.18M 11.58%
+2,527,038