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KA

Kerrisdale Advisers Portfolio holdings

AUM $263M
1-Year Est. Return 40.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.25M
3
+$3.6M
4
UNP icon
Union Pacific
UNP
+$3.44M
5
KVUE icon
Kenvue
KVUE
+$3.35M

Top Sells

1
+$44.8M
2
+$8M
3
+$3.26M
4
WDC icon
Western Digital
WDC
+$2.54M
5
QS icon
QuantumScape Corp
QS
+$392K

Sector Composition

1 Technology 27.01%
2 Consumer Discretionary 15.32%
3 Healthcare 12.33%
4 Energy 10.6%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.27%
+66,545
27
$2.27M 1.18%
66,530
28
$2.13M 1.1%
25,390
29
$1.97M 1.02%
43,495
30
$1.83M 0.95%
37,210
+15,255
31
$1.76M 0.91%
28,074
+1,960
32
$1.74M 0.9%
68,778
33
$1.61M 0.83%
+3,263
34
$1.46M 0.76%
7,295
+6,105
35
$1.41M 0.73%
111,126
36
$1.39M 0.72%
57,094
37
$1.34M 0.7%
3,802
38
$1.3M 0.68%
468,786
39
$1.19M 0.62%
23,990
40
$1.17M 0.61%
7,458
41
$1.16M 0.6%
6,613
42
$1.12M 0.58%
13,665
+2,615
43
$1.06M 0.55%
16,026
44
$947K 0.49%
+39,520
45
$945K 0.49%
+9,452
46
$920K 0.48%
60,796
47
$892K 0.46%
22,587
+2,605
48
$818K 0.42%
14,065
49
$734K 0.38%
10,488
50
$726K 0.38%
12,714
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