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
Utilities Select Sector SPDR Fund
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
FAF icon
376
First American
FAF
$6.72B
$224K 0.03%
+3,487
TRU icon
377
TransUnion
TRU
$16.3B
$224K 0.03%
+2,674
MGM icon
378
MGM Resorts International
MGM
$9.69B
$221K 0.03%
+6,381
ESS icon
379
Essex Property Trust
ESS
$16.8B
$221K 0.03%
826
-79
AWI icon
380
Armstrong World Industries
AWI
$8.16B
$221K 0.03%
+1,127
NTRA icon
381
Natera
NTRA
$32.3B
$219K 0.03%
+1,363
PPG icon
382
PPG Industries
PPG
$22.4B
$218K 0.03%
2,078
+152
FCN icon
383
FTI Consulting
FCN
$5.07B
$216K 0.03%
+1,339
XYL icon
384
Xylem
XYL
$33.9B
$216K 0.03%
+1,467
BMNR
385
BitMine Immersion Technologies
BMNR
$11.1B
$216K 0.03%
+4,166
RMD icon
386
ResMed
RMD
$36.3B
$216K 0.03%
+789
VICI icon
387
VICI Properties
VICI
$30.6B
$215K 0.03%
+6,596
RSG icon
388
Republic Services
RSG
$66.3B
$214K 0.03%
932
-132
EFA icon
389
iShares MSCI EAFE ETF
EFA
$68.3B
$214K 0.03%
2,288
MSCI icon
390
MSCI
MSCI
$42.1B
$213K 0.03%
375
-110
BBWI icon
391
Bath & Body Works
BBWI
$3.89B
$213K 0.03%
+8,253
MKL icon
392
Markel Group
MKL
$26.1B
$212K 0.03%
+111
VHT icon
393
Vanguard Health Care ETF
VHT
$17.4B
$210K 0.03%
808
HOLX icon
394
Hologic
HOLX
$16.7B
$210K 0.03%
+3,107
FDMT icon
395
4D Molecular Therapeutics
FDMT
$600M
$209K 0.03%
24,068
EWBC icon
396
East-West Bancorp
EWBC
$14.8B
$209K 0.03%
+1,960
SII
397
Sprott
SII
$2.31B
$208K 0.03%
+2,500
CRM icon
398
Salesforce
CRM
$222B
$208K 0.03%
876
-185
VOYA icon
399
Voya Financial
VOYA
$6.73B
$207K 0.03%
+2,768
ALK icon
400
Alaska Air
ALK
$4.93B
$205K 0.03%
4,122
+17