KCP

Kera Capital Partners Portfolio holdings

AUM $667M
1-Year Est. Return 36.36%
This Quarter Est. Return
1 Year Est. Return
+36.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$4.51M
3 +$4.15M
4
NVDA icon
NVIDIA
NVDA
+$4.02M
5
URI icon
United Rentals
URI
+$3.92M

Top Sells

1 +$4.06M
2 +$3.52M
3 +$2.95M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.22M
5
LRCX icon
Lam Research
LRCX
+$1.14M

Sector Composition

1 Technology 23.56%
2 Financials 13.74%
3 Industrials 6.68%
4 Consumer Discretionary 5.69%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ITA icon
251
iShares US Aerospace & Defense ETF
ITA
$14.7B
$349K 0.05%
1,666
DLTR icon
252
Dollar Tree
DLTR
$27.8B
$348K 0.05%
3,692
-518
BX icon
253
Blackstone
BX
$126B
$346K 0.05%
2,026
+200
EGP icon
254
EastGroup Properties
EGP
$10B
$341K 0.05%
2,016
+489
DVN icon
255
Devon Energy
DVN
$22.7B
$339K 0.05%
9,670
+1,905
EMR icon
256
Emerson Electric
EMR
$84B
$338K 0.05%
2,577
+127
KKR icon
257
KKR & Co
KKR
$117B
$335K 0.05%
2,577
-331
LDOS icon
258
Leidos
LDOS
$24.9B
$334K 0.05%
1,767
+375
OSK icon
259
Oshkosh
OSK
$9.63B
$333K 0.05%
2,571
+196
TRV icon
260
Travelers Companies
TRV
$60.1B
$333K 0.05%
+1,192
BSX icon
261
Boston Scientific
BSX
$131B
$333K 0.05%
3,407
+109
APH icon
262
Amphenol
APH
$189B
$331K 0.05%
+2,677
TER icon
263
Teradyne
TER
$35.7B
$331K 0.05%
2,405
-169
DKNG icon
264
DraftKings
DKNG
$16.2B
$330K 0.05%
8,813
+1,386
LEN icon
265
Lennar Class A
LEN
$29.3B
$329K 0.05%
2,608
-35
NTRS icon
266
Northern Trust
NTRS
$27.5B
$328K 0.05%
2,438
+742
ST icon
267
Sensata Technologies
ST
$5.11B
$328K 0.05%
10,725
+1,230
JBL icon
268
Jabil
JBL
$26.5B
$325K 0.05%
1,498
+277
SHW icon
269
Sherwin-Williams
SHW
$88.7B
$323K 0.05%
+933
UAL icon
270
United Airlines
UAL
$36.7B
$323K 0.05%
3,344
+318
ETN icon
271
Eaton
ETN
$134B
$322K 0.05%
861
-42
ALNY icon
272
Alnylam Pharmaceuticals
ALNY
$47.5B
$322K 0.05%
+706
ROL icon
273
Rollins
ROL
$30.2B
$322K 0.05%
5,478
+847
MSM icon
274
MSC Industrial Direct
MSM
$4.73B
$320K 0.05%
3,478
+393
ZTS icon
275
Zoetis
ZTS
$54.9B
$320K 0.05%
2,187
-339