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
WWD icon
326
Woodward
WWD
$20B
$264K 0.04%
+1,045
APTV icon
327
Aptiv
APTV
$17B
$263K 0.04%
+3,052
CPT icon
328
Camden Property Trust
CPT
$11.7B
$262K 0.04%
2,458
+248
BDX icon
329
Becton Dickinson
BDX
$59B
$262K 0.04%
+1,402
FBTC icon
330
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$262K 0.04%
+2,625
VIG icon
331
Vanguard Dividend Appreciation ETF
VIG
$105B
$261K 0.04%
1,211
-3
PHM icon
332
Pultegroup
PHM
$25.4B
$260K 0.04%
+1,969
ORCL icon
333
Oracle
ORCL
$549B
$258K 0.04%
+919
EPAM icon
334
EPAM Systems
EPAM
$11.7B
$258K 0.04%
+1,712
NVR icon
335
NVR
NVR
$20.7B
$257K 0.04%
+32
KR icon
336
Kroger
KR
$40B
$256K 0.04%
3,797
+549
CGNX icon
337
Cognex
CGNX
$6.86B
$256K 0.04%
+5,649
BAH icon
338
Booz Allen Hamilton
BAH
$11.8B
$256K 0.04%
+2,559
PINS icon
339
Pinterest
PINS
$17.5B
$255K 0.04%
7,923
+1,746
CAT icon
340
Caterpillar
CAT
$303B
$255K 0.04%
+534
GLD icon
341
SPDR Gold Trust
GLD
$157B
$255K 0.04%
+717
MAN icon
342
ManpowerGroup
MAN
$1.39B
$253K 0.04%
6,673
+41
SRE icon
343
Sempra
SRE
$60.4B
$252K 0.04%
+2,799
LIN icon
344
Linde
LIN
$205B
$251K 0.04%
+528
TSM icon
345
TSMC
TSM
$1.78T
$251K 0.04%
897
-9
CF icon
346
CF Industries
CF
$13.5B
$250K 0.04%
+2,783
PYPL icon
347
PayPal
PYPL
$53.2B
$250K 0.04%
+3,721
WFC icon
348
Wells Fargo
WFC
$273B
$249K 0.04%
2,976
+29
IBP icon
349
Installed Building Products
IBP
$8.35B
$249K 0.04%
+1,009
EME icon
350
Emcor
EME
$31.3B
$249K 0.04%
+383