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
$403M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$2.7M
3
+$2.67M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
USFD icon
US Foods
USFD
+$2.18M

Top Sells

1
+$20.1M
2
+$17.5M
3
+$10.7M
4
WDAY icon
Workday
WDAY
+$5.58M
5
CHTR icon
Charter Communications
CHTR
+$2.79M

Sector Composition

1 Technology 26.05%
2 Consumer Discretionary 22.48%
3 Communication Services 20.59%
4 Financials 20.07%
5 Healthcare 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-32,223
102
– –
-850
103
– –
-207
104
– –
-194,676
105
– –
-18,263
106
– –
-30,881
107
– –
-186
1 2 3 4
5