KCM

Kedalion Capital Management Portfolio holdings

AUM $4.07B
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$459M
3
+$9.17M

Top Sells

1
+$1.06B

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.05B 79.77%
3,296,000
+739,300
2
$510M 19.87%
+7,014,380
3
$9.17M 0.36%
+481,000
4
– –
0
5
– –
-2,053,650