KAS

Kemnay Advisory Services Portfolio holdings

AUM $629M
1-Year Est. Return 45.58%
This Quarter Est. Return
1 Year Est. Return
+45.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.79M
3 +$2.72M
4
CPT icon
Camden Property Trust
CPT
+$2.06M
5
BABA icon
Alibaba
BABA
+$1.68M

Top Sells

1 +$8.6M
2 +$7.65M
3 +$2.35M
4
ORCL icon
Oracle
ORCL
+$2.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M

Sector Composition

1 Technology 37.75%
2 Real Estate 21.15%
3 Communication Services 16.92%
4 Financials 12.45%
5 Consumer Discretionary 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-100,445