KCM

Keywise Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 21.27%
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.1M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.37M
3
+$901K

Top Sells

1
+$7.8M
2
+$2.68M
3
+$1.91M
4
NOAH
Noah Holdings
NOAH
+$1.37M
5
VIPS icon
Vipshop
VIPS
+$756K

Sector Composition

1 Consumer Discretionary 58.37%
2 Financials 19.94%
3 Technology 10.09%
4 Communication Services 8.62%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 38.12%
483,930
+51,800
2
$9.19M 19.94%
304,133
-45,400
3
$8.43M 18.3%
379,070
-34,000
4
$4.65M 10.09%
371,623
-20,200
5
$3.98M 8.62%
57,175
-112,225
6
$1.37M 2.97%
+57,000
7
$901K 1.95%
+147,600
8
– –
-32,153
9
– –
-65,124