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
State Street Utilities Select Sector SPDR ETF
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
AEP icon
176
American Electric Power
AEP
$64.1B
$443K 0.07%
3,937
+1,624
MTZ icon
177
MasTec
MTZ
$19.1B
$437K 0.07%
2,053
+555
MTG icon
178
MGIC Investment
MTG
$5.91B
$435K 0.07%
15,332
+3,244
MA icon
179
Mastercard
MA
$484B
$434K 0.07%
763
+305
BYD icon
180
Boyd Gaming
BYD
$6.93B
$434K 0.07%
5,016
+734
LAMR icon
181
Lamar Advertising Co
LAMR
$13.4B
$433K 0.06%
3,536
+622
USFD icon
182
US Foods
USFD
$19.1B
$433K 0.06%
5,647
+570
OHI icon
183
Omega Healthcare
OHI
$13.2B
$431K 0.06%
10,201
+3,521
EW icon
184
Edwards Lifesciences
EW
$48.9B
$429K 0.06%
5,518
+1,773
LLY icon
185
Eli Lilly
LLY
$929B
$429K 0.06%
562
+251
BAC icon
186
Bank of America
BAC
$382B
$428K 0.06%
8,291
+2,742
SYF icon
187
Synchrony
SYF
$28.9B
$427K 0.06%
6,009
+265
ADI icon
188
Analog Devices
ADI
$147B
$423K 0.06%
+1,721
JHG icon
189
Janus Henderson
JHG
$7.15B
$422K 0.06%
9,489
+1,567
SWKS icon
190
Skyworks Solutions
SWKS
$8.66B
$422K 0.06%
5,485
+1,471
NSC icon
191
Norfolk Southern
NSC
$65.2B
$422K 0.06%
+1,405
DCI icon
192
Donaldson
DCI
$11.7B
$421K 0.06%
5,143
+497
PFE icon
193
Pfizer
PFE
$146B
$420K 0.06%
+16,470
LOPE icon
194
Grand Canyon Education
LOPE
$4.99B
$418K 0.06%
1,903
+157
HIW icon
195
Highwoods Properties
HIW
$3.03B
$417K 0.06%
13,096
+2,659
CFG icon
196
Citizens Financial Group
CFG
$26.1B
$416K 0.06%
7,828
+2,611
ECL icon
197
Ecolab
ECL
$78.5B
$416K 0.06%
1,518
+492
YETI icon
198
Yeti Holdings
YETI
$3.95B
$415K 0.06%
12,520
+505
FTI icon
199
TechnipFMC
FTI
$21.1B
$415K 0.06%
10,526
+3,448
EPR icon
200
EPR Properties
EPR
$4.26B
$413K 0.06%
7,118
+773