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
$663M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$38.5M
3
+$30M
4
CRM icon
Salesforce
CRM
+$18.3M
5
NFLX icon
Netflix
NFLX
+$15.3M

Top Sells

1
+$51.6M
2
+$35.7M
3
+$29.1M
4
XYZ
Block Inc
XYZ
+$18.3M
5
TWLO icon
Twilio
TWLO
+$17.7M

Sector Composition

1 Technology 62.24%
2 Communication Services 29.73%
3 Consumer Staples 3.18%
4 Financials 2.64%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,000
77
– –
-12,500
78
– –
-12,625
79
– –
-100,000
1 2 3
4