KCM

Kennicott Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.08M
3
+$482K
4
NOW icon
ServiceNow
NOW
+$377K
5
UBER icon
Uber
UBER
+$263K

Top Sells

1
+$1.83M
2
+$341K
3
+$276K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$250K
5
VFH icon
Vanguard Financials ETF
VFH
+$196K

Sector Composition

1 Communication Services 6.4%
2 Technology 1.95%
3 Healthcare 0.74%
4 Consumer Discretionary 0.25%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$507K 0.25%
3,335
+655
27
$504K 0.25%
2,168
-1
28
$482K 0.24%
+9,730
29
$394K 0.19%
2,820
+1,100
30
$382K 0.19%
1,739
31
$377K 0.19%
+534
32
$364K 0.18%
4,254
-233
33
$296K 0.15%
1,344
-96
34
$292K 0.14%
7,871
35
$289K 0.14%
4,896
36
$278K 0.14%
1,916
37
$265K 0.13%
6,448
+299
38
$263K 0.13%
1,312
-1
39
$263K 0.13%
+4,275
40
$237K 0.12%
+669
1
2