KC
KCL Capital Portfolio holdings
AUM
$470M
This Quarter Return
+3.71%
1 Year Return
+57.41%
3 Year Return
+110.2%
5 Year Return
–
10 Year Return
–
AUM
$637M
AUM Growth
+$637M
(-9.3%)
Cap. Flow
-$99.4M
Cap. Flow
% of AUM
-15.61%
Top 10 Holdings %
Top 10 Hldgs %
68.65%
Holding
161
New
36
Increased
18
Reduced
11
Closed
94
Top Buys
| 1 |
Intel
INTC
|
$51.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$34.9M |
| 3 |
T-Mobile US
TMUS
|
$29.2M |
| 4 |
Adobe
ADBE
|
$27M |
| 5 |
Flex
FLEX
|
$15.6M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$41.3M |
| 2 |
Micron Technology
MU
|
$39.7M |
| 3 |
Amazon
AMZN
|
$31.4M |
| 4 |
SiriusXM
SIRI
|
$27.1M |
| 5 |
Uber
UBER
|
$23.2M |
Sector Composition
| 1 | Technology | 53.19% |
| 2 | Communication Services | 34.33% |
| 3 | Consumer Discretionary | 7.76% |
| 4 | Financials | 3.5% |
| 5 | Industrials | 0.07% |
