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
$334M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$9.97M
3 +$9.56M
4
CSX icon
CSX Corp
CSX
+$4.96M
5
SGI
Somnigroup International
SGI
+$2.75M

Top Sells

1 +$13.6M
2 +$9.67M
3 +$9.38M
4
BABA icon
Alibaba
BABA
+$7.95M
5
CUZ icon
Cousins Properties
CUZ
+$3.13M

Sector Composition

1 Real Estate 43.65%
2 Technology 23.99%
3 Communication Services 12.89%
4 Financials 11.78%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-392,209
27
-10,298
28
-224,090
29
$0 ﹤0.01%
95,488