KCP
Kera Capital Partners Portfolio holdings
AUM
$508M
1 Year Est. Return
–
AUM
$508M
AUM Growth
+$171M
(+51%)
Holding
369
Top Buys
| 1 | +$7.59M | |
| 2 | +$6.8M | |
| 3 | +$6.79M | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$5.22M |
| 5 |
Alerian MLP ETF
AMLP
|
+$4.34M |
Top Sells
| 1 | +$5.01M | |
| 2 | +$4.64M | |
| 3 | +$3.83M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$3.66M |
| 5 |
Microsoft
MSFT
|
+$3.4M |
Sector Composition
| 1 | Technology | 24.01% |
| 2 | Financials | 13.62% |
| 3 | Industrials | 5.63% |
| 4 | Consumer Discretionary | 5.28% |
| 5 | Healthcare | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Kraft Heinz
KHC
$30.2B
| – | – |
-9,811
|
|
||
352
Mid-America Apartment Communities
MAA
$15.5B
| – | – |
-1,366
|
|
||
353
Mettler-Toledo International
MTD
$27.8B
| – | – |
-200
|
|
||
354
Pfizer
PFE
$139B
| – | – |
0
|
|
||
355
J.M. Smucker
SJM
$11.2B
| – | – |
-2,205
|
|
||
356
Snap-on
SNA
$17.7B
| – | – |
-928
|
|
||
357
Stanley Black & Decker
SWK
$10.5B
| – | – |
-4,038
|
|
||
358
Trimble
TRMB
$18.4B
| – | – |
-4,181
|
|
||
359
Vanguard Small-Cap Value ETF
VBR
$31B
| – | – |
-26,903
|
|
||
360
Vanguard Energy ETF
VDE
$7.04B
| – | – |
-35,788
|
|
||
361
Amplitude
AMPL
$1.28B
| – | – |
-83,250
|
|
||
362
Axalta
AXTA
$6.16B
| – | – |
-7,231
|
|
||
363
Certara
CERT
$1.92B
| – | – |
-14,022
|
|
||
364
Choice Hotels
CHH
$4.61B
| – | – |
-1,523
|
|
||
365
Colgate-Palmolive
CL
$63.9B
| – | – |
-3,207
|
|
||
366
Dow Inc
DOW
$15.5B
| – | – |
-82,253
|
|
||
367
Element Solutions
ESI
$6.18B
| – | – |
-14,012
|
|
||
368
iShares Russell 2000 Growth ETF
IWO
$13.1B
| – | – |
-1,123
|
|
||
369
Jazz Pharmaceuticals
JAZZ
$8.25B
| – | – |
-1,891
|
|