KIM

Kestrel Investment Management Portfolio holdings

AUM $176M
1-Year Est. Return 11.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$902M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$55.7M
2 +$41.7M
3 +$40.2M
4
CVSA
Covista Inc.
CVSA
+$33.7M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$30.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.72%
2 Financials 13.15%
3 Healthcare 11.04%
4 Energy 10.48%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.3M 0.14%
+7,867