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
PLTR icon
76
Palantir
PLTR
$399B
$944K 0.14%
5,177
+1,213
TSLA icon
77
Tesla
TSLA
$1.43T
$944K 0.14%
2,122
+1,233
DASH icon
78
DoorDash
DASH
$88.6B
$931K 0.14%
3,422
+391
WMT icon
79
Walmart
WMT
$889B
$920K 0.14%
8,931
+5,260
QQQ icon
80
Invesco QQQ Trust
QQQ
$404B
$903K 0.14%
1,504
+219
NOW icon
81
ServiceNow
NOW
$171B
$899K 0.13%
977
+25
IBIT icon
82
iShares Bitcoin Trust
IBIT
$66.4B
$883K 0.13%
13,590
+6,326
VRSN icon
83
VeriSign
VRSN
$23.3B
$862K 0.13%
3,084
+706
MNST icon
84
Monster Beverage
MNST
$74.2B
$857K 0.13%
12,734
+3,573
PNC icon
85
PNC Financial Services
PNC
$75.5B
$825K 0.12%
4,108
+940
SNOW icon
86
Snowflake
SNOW
$85.4B
$813K 0.12%
3,606
+583
COST icon
87
Costco
COST
$404B
$812K 0.12%
877
-298
MOH icon
88
Molina Healthcare
MOH
$7.45B
$787K 0.12%
4,111
+3,339
C icon
89
Citigroup
C
$184B
$780K 0.12%
7,681
-32
V icon
90
Visa
V
$638B
$775K 0.12%
2,269
+848
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$562B
$760K 0.11%
2,317
+442
ZM icon
92
Zoom
ZM
$25.2B
$757K 0.11%
9,181
+2,684
TJX icon
93
TJX Companies
TJX
$168B
$738K 0.11%
5,106
+756
NTNX icon
94
Nutanix
NTNX
$12.8B
$731K 0.11%
9,825
+2,385
TTC icon
95
Toro Company
TTC
$6.9B
$717K 0.11%
9,411
+3,952
ABNB icon
96
Airbnb
ABNB
$72B
$714K 0.11%
5,884
+2,026
TSN icon
97
Tyson Foods
TSN
$20.6B
$713K 0.11%
13,123
+8,693
ULTA icon
98
Ulta Beauty
ULTA
$24.6B
$710K 0.11%
1,299
+209
GD icon
99
General Dynamics
GD
$89.8B
$698K 0.1%
2,047
+943
VO icon
100
Vanguard Mid-Cap ETF
VO
$88.7B
$693K 0.1%
2,360
-4
2 3
4
5 6