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
$557M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$11.4M
3 +$6.88M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.87M
5
DHR icon
Danaher
DHR
+$4.14M

Top Sells

1 +$15.8M
2 +$13.3M
3 +$8.84M
4
COIN icon
Coinbase
COIN
+$5.97M
5
AMZN icon
Amazon
AMZN
+$3.9M

Sector Composition

1 Real Estate 44.76%
2 Financials 17.66%
3 Technology 13%
4 Consumer Discretionary 4.49%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-177,268
27
-95,488