KA

Kerrisdale Advisers Portfolio holdings

AUM $192M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$29.9M
3 +$28M
4
FIS icon
Fidelity National Information Services
FIS
+$24.7M
5
SPGI icon
S&P Global
SPGI
+$19.8M

Top Sells

1 +$58.2M
2 +$24.9M
3 +$23.6M
4
SMAR
Smartsheet Inc.
SMAR
+$12.7M
5
CCK icon
Crown Holdings
CCK
+$8.34M

Sector Composition

1 Communication Services 29.82%
2 Technology 23.64%
3 Healthcare 11.03%
4 Consumer Discretionary 10.68%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000