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
$712M
AUM Growth
-$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$14.2M
3
+$5M
4
JPM icon
JPMorgan Chase
JPM
+$4.98M
5
BAC icon
Bank of America
BAC
+$4.97M

Top Sells

1
+$34.4M
2
+$13.5M
3
+$7.8M
4
AMZN icon
Amazon
AMZN
+$6.71M
5
TDG icon
TransDigm Group
TDG
+$6.69M

Sector Composition

1 Technology 30.94%
2 Financials 24.7%
3 Communication Services 15.43%
4 Consumer Discretionary 14.37%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
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