KC

KCL Capital Portfolio holdings

AUM $470M
1-Year Est. Return 57.41%
This Quarter Est. Return
1 Year Est. Return
+57.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$41.4M
3
+$40.3M
4
META icon
Meta Platforms (Facebook)
META
+$39.6M
5
AMZN icon
Amazon
AMZN
+$23.7M

Top Sells

1
+$19M
2
+$18.8M
3
+$16.6M
4
MRVL icon
Marvell Technology
MRVL
+$10.9M
5
QCOM icon
Qualcomm
QCOM
+$8.83M

Sector Composition

1 Technology 54.03%
2 Communication Services 28.79%
3 Consumer Discretionary 7.14%
4 Real Estate 2.05%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.93M 0.85%
+125,000
27
$8.36M 0.79%
995,250
+233,884
28
$8.3M 0.79%
+200,000
29
$6.87M 0.65%
+25,000
30
$5.53M 0.52%
+200,000
31
$4.92M 0.47%
+42,479
32
$4.39M 0.42%
+13,104
33
$4.3M 0.41%
+20,000
34
$3.83M 0.36%
+21,045
35
$3.18M 0.3%
+70,000
36
$2.57M 0.24%
+25,000
37
$2.57M 0.24%
+250,000
38
$2.41M 0.23%
45,000
+42,084
39
$1.47M 0.14%
+165,000
40
$1.38M 0.13%
106,600
-900
41
$1.06M 0.1%
+97,400
42
$1M 0.1%
+4,000
43
$935K 0.09%
+50,000
44
$898K 0.09%
+82,483
45
$881K 0.08%
+7,575
46
$876K 0.08%
+30,176
47
$773K 0.07%
+75,000
48
$752K 0.07%
+75,000
49
$559K 0.05%
+55,000
50
$529K 0.05%
+50,000
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