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
$728M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$49.6M
3
+$45.4M
4
COUP
Coupa Software Incorporated
COUP
+$32.4M
5
CRWD icon
CrowdStrike
CRWD
+$30.7M

Top Sells

1
+$49.4M
2
+$45.1M
3
+$43.6M
4
ADBE icon
Adobe
ADBE
+$43.2M
5
NOW icon
ServiceNow
NOW
+$34.2M

Sector Composition

1 Technology 82.03%
2 Communication Services 14.11%
3 Consumer Discretionary 2.59%
4 Financials 0.65%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$181K 0.02%
12,000
+2,856
52
$110K 0.01%
566
-450
53
$54K 0.01%
+10,000
54
$53K 0.01%
50,218
+218
55
$52K 0.01%
45,000
56
$26K ﹤0.01%
30,148
-675
57
– –
-500,000
58
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-43,114
59
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0
60
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-300,000
61
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-250,000
62
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-166,900
63
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-13,000
64
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-100,000
65
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-75,000
66
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-310,304
67
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68
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-11,900
69
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70
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-325,000
71
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-9,000
72
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-250,000
73
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74
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-250,000
75
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-100,000
1 2
3
4