KCP
Kera Capital Partners Portfolio holdings
AUM
$811M
1-Year Est. Return
36.71%
This Fund
S&P 500
1 Year Est. Return
+36.71%
AUM
$667M
AUM Growth
+$159M
(+31%)
Holding
456
Top Buys
| 1 | +$9.76M | |
| 2 | +$4.5M | |
| 3 | +$4.16M | |
| 4 |
NVIDIA
NVDA
|
+$3.76M |
| 5 |
United Rentals
URI
|
+$3.65M |
Top Sells
| 1 | +$4.06M | |
| 2 | +$3.44M | |
| 3 | +$2.84M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$1.19M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Twilio
TWLO
$21.3B
| – | – |
-1,788
|
|
||
452
Texas Roadhouse
TXRH
$10.5B
| – | – |
-1,377
|
|
||
453
United Parcel Service
UPS
$91.4B
| – | – |
-3,425
|
|
||
454
Marriott Vacations Worldwide
VAC
$2.42B
| – | – |
-2,872
|
|
||
|
WBA
455
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-22,603
|
|
||
|
OKLO
456
Oklo
OKLO
$13.2B
| – | – |
-3,790
|
|