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
$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
1
$44.4M 4.21%
282,180
+150,780
2
$41.8M 3.96%
+890,474
3
$41.4M 3.92%
+504,493
4
$40.3M 3.82%
+550,000
5
$39.6M 3.75%
+151,091
6
$28.4M 2.69%
171,673
+77,923
7
$28.1M 2.66%
45,000
-5,000
8
$21.3M 2.01%
192,272
+72,272
9
$20.6M 1.95%
175,000
-75,000
10
$20M 1.89%
40,000
+14,651
11
$18.4M 1.74%
+37,500
12
$17.8M 1.69%
+300,000
13
$17.3M 1.64%
175,000
+60,659
14
$16.2M 1.53%
200,000
+72,959
15
$15.8M 1.5%
1,350,000
+450,000
16
$15.6M 1.48%
+150,000
17
$14.6M 1.38%
+400,000
18
$13.4M 1.27%
107,189
-36,537
19
$13.3M 1.26%
+400,000
20
$12.7M 1.21%
40,000
+5,171
21
$12.6M 1.2%
242,269
-7,731
22
$11.5M 1.09%
+750,000
23
$11M 1.05%
+475,000
24
$10.4M 0.98%
+400,000
25
$9.7M 0.92%
+20,000
1
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