KC

KCL Capital Portfolio holdings

AUM $470M
1-Year Est. Return 57.4%
This Quarter Est. Return
1 Year Est. Return
+57.4%
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
51
$507K 0.05%
+50,000
52
$501K 0.05%
+50,000
53
$370K 0.04%
14,165
-185,835
54
$359K 0.03%
+35,000
55
$348K 0.03%
+1,844
56
$345K 0.03%
+32,500
57
$328K 0.03%
8,251
-272,999
58
$326K 0.03%
+2,005
59
$324K 0.03%
+23,920
60
$309K 0.03%
+1,567
61
$281K 0.03%
25,000
-15,000
62
$261K 0.02%
+25,000
63
$259K 0.02%
+25,000
64
$258K 0.02%
+25,000
65
$258K 0.02%
20,000
-5,000
66
$254K 0.02%
25,000
-25,000
67
$252K 0.02%
+25,000
68
$252K 0.02%
+25,000
69
$251K 0.02%
+25,000
70
$225K 0.02%
21,352
-3,648
71
$215K 0.02%
20,000
-4,670
72
$214K 0.02%
+20,000
73
$210K 0.02%
20,000
-5,000
74
$209K 0.02%
+20,000
75
$206K 0.02%
+20,000
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3
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