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
$789M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$22M
3
+$14.1M
4
FCX icon
Freeport-McMoran
FCX
+$4.37M
5
GE icon
GE Aerospace
GE
+$4.16M

Top Sells

1
+$24.7M
2
+$14.1M
3
+$12.1M
4
MSFT icon
Microsoft
MSFT
+$8.32M
5
GWRE icon
Guidewire Software
GWRE
+$8.08M

Sector Composition

1 Technology 20.96%
2 Consumer Discretionary 17.25%
3 Financials 16.75%
4 Communication Services 15.46%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-4,028
102
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103
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-3,389
104
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-2,853
105
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-3,770
106
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-33,590
107
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-2,356
108
– –
-47,808
109
– –
-9,955
110
– –
-16,734
111
– –
-3,006
112
– –
-5,987
113
– –
-11,497
114
– –
-233,200
1 2 3 4
5