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
$276M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$5.48M
3 +$4.82M
4
ADBE icon
Adobe
ADBE
+$3.46M
5
LNG icon
Cheniere Energy
LNG
+$3.08M

Top Sells

1 +$1.23M
2 +$1.23M
3 +$1.22M
4
CHTR icon
Charter Communications
CHTR
+$1.21M
5
AGO icon
Assured Guaranty
AGO
+$1.21M

Sector Composition

1 Communication Services 21.86%
2 Consumer Staples 15.88%
3 Technology 13.53%
4 Healthcare 13.4%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,840
52
-6,596
53
-14,561
54
-15,438
55
-16,467
56
-16,036
57
-10,050