KCP

Kera Capital Partners Portfolio holdings

AUM $811M
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.71%
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 +$9.76M
2 +$4.5M
3 +$4.16M
4
NVDA icon
NVIDIA
NVDA
+$3.76M
5
URI icon
United Rentals
URI
+$3.65M

Top Sells

1 +$4.06M
2 +$3.44M
3 +$2.84M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.19M
5
LRCX icon
Lam Research
LRCX
+$902K

Sector Composition

1 Technology 23.49%
2 Financials 13.81%
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
$21.9B
$264K 0.04%
+1,045
APTV icon
327
Aptiv
APTV
$12.9B
$263K 0.04%
+3,052
CPT icon
328
Camden Property Trust
CPT
$10.7B
$262K 0.04%
2,458
+248
BDX icon
329
Becton Dickinson
BDX
$44B
$262K 0.04%
+1,402
FBTC icon
330
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$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
$25B
$260K 0.04%
+1,969
ORCL icon
333
Oracle
ORCL
$507B
$258K 0.04%
+919
EPAM icon
334
EPAM Systems
EPAM
$6.37B
$258K 0.04%
+1,712
NVR icon
335
NVR
NVR
$18.5B
$257K 0.04%
+32
KR icon
336
Kroger
KR
$42.3B
$256K 0.04%
3,797
+549
CGNX icon
337
Cognex
CGNX
$9.04B
$256K 0.04%
+5,649
BAH icon
338
Booz Allen Hamilton
BAH
$9.53B
$256K 0.04%
+2,559
PINS icon
339
Pinterest
PINS
$11.4B
$255K 0.04%
7,923
+1,746
CAT icon
340
Caterpillar
CAT
$389B
$255K 0.04%
+534
GLD icon
341
SPDR Gold Trust
GLD
$159B
$255K 0.04%
+717
MAN icon
342
ManpowerGroup
MAN
$1.36B
$253K 0.04%
6,673
+41
SRE icon
343
Sempra
SRE
$61.4B
$252K 0.04%
+2,799
LIN icon
344
Linde
LIN
$235B
$251K 0.04%
+528
TSM icon
345
TSMC
TSM
$1.98T
$251K 0.04%
897
-9
CF icon
346
CF Industries
CF
$19.3B
$250K 0.04%
+2,783
PYPL icon
347
PayPal
PYPL
$44.8B
$250K 0.04%
+3,721
WFC icon
348
Wells Fargo
WFC
$247B
$249K 0.04%
2,976
+29
IBP icon
349
Installed Building Products
IBP
$8.32B
$249K 0.04%
+1,009
EME icon
350
Emcor
EME
$38.9B
$249K 0.04%
+383