KAM

Kinney Asset Management Portfolio holdings

AUM $74.3M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
-19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
-$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$8.05M

Top Sells

1
+$12.8M
2
+$12.6M
3
+$380K

Sector Composition

1 Technology 51.9%
2 Healthcare 24.92%
3 Consumer Discretionary 23.18%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALIT icon
1
Alight
ALIT
$1.58B
$38.5M 51.9%
6,810,417
-67,129
AVTR icon
2
Avantor
AVTR
$9.93B
$18.5M 24.92%
+1,375,000
MHK icon
3
Mohawk Industries
MHK
$7.89B
$17.2M 23.18%
164,244
+76,754
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.04T
– –
-81,799
RYAAY icon
5
Ryanair
RYAAY
$32.5B
– –
-301,379