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
$579M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$54M
2
+$43.8M
3
+$35.7M
4
TSM icon
TSMC
TSM
+$22.3M
5
PANW icon
Palo Alto Networks
PANW
+$20.2M

Top Sells

1
+$39.3M
2
+$23.5M
3
+$19.7M
4
PINS icon
Pinterest
PINS
+$17.5M
5
GTM
ZoomInfo Technologies
GTM
+$16.7M

Sector Composition

1 Technology 75.23%
2 Communication Services 21.54%
3 Consumer Discretionary 3.22%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27K ﹤0.01%
93,062
-126,938
27
$11.4K ﹤0.01%
12,254
-37,746
28
$7.25K ﹤0.01%
27,892
-16,108
29
– –
-10,000
30
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-10,000
31
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-125,000
32
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-20,000
33
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-120,000
34
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-750,000
35
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0
36
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-500,000
37
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-50,000
38
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-7
39
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-200,000
40
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-45,000
41
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-400,000
42
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-21,517
43
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-400,000
44
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-24,437
45
– –
-103,768
46
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-99,904
1
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