KHCM
Kettle Hill Capital Management Portfolio holdings
AUM
$432M
1-Year Return
5.64%
This Quarter Return
+30.88%
1 Year Return
+5.64%
3 Year Return
+31.26%
5 Year Return
+45.84%
10 Year Return
–
AUM
$490M
AUM Growth
+$67.7M
(+16%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
43.53%
Holding
66
New
19
Increased
7
Reduced
13
Closed
27
Top Buys
| 1 |
American Tower
AMT
|
$25.4M |
| 2 |
SBA Communications
SBAC
|
$25.3M |
| 3 |
Salesforce
CRM
|
$22.3M |
| 4 |
Coty
COTY
|
$21.7M |
| 5 |
AT&T
T
|
$17.4M |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$18.4M |
| 2 |
Vail Resorts
MTN
|
$18.4M |
| 3 |
lululemon athletica
LULU
|
$16.2M |
| 4 |
Kimco Realty
KIM
|
$15.5M |
| 5 |
Meta Platforms (Facebook)
META
|
$13.8M |
Sector Composition
| 1 | Consumer Discretionary | 19.25% |
| 2 | Communication Services | 18.05% |
| 3 | Real Estate | 16.22% |
| 4 | Financials | 14.34% |
| 5 | Technology | 10.52% |
