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
76
– –
-300,000
77
– –
-315,000
78
– –
0
1 2 3
4