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
$173M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.77M
3 +$2.5M
4
ALLY icon
Ally Financial
ALLY
+$2.45M
5
HRB icon
H&R Block
HRB
+$2.4M

Top Sells

1 +$9.91M
2 +$9.43M
3 +$9.19M
4
KO icon
Coca-Cola
KO
+$9.03M
5
UN
Unilever NV New York Registry Shares
UN
+$9.03M

Sector Composition

1 Communication Services 26.25%
2 Technology 21.29%
3 Consumer Discretionary 10.49%
4 Healthcare 10.01%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-27,436
52
-148,060
53
-61,634
54
-34,378