KAM
Kinney Asset Management Portfolio holdings
AUM
$67.1M
1-Year Est. Return
29.09%
1 Year Est. Return
-29.09%
AUM
$67.1M
AUM Growth
-$7.15M
(-9.6%)
Holding
3
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 34.31% |
| 2 | Technology | 34.15% |
| 3 | Consumer Discretionary | 31.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Avantor
AVTR
$8.01B
| $23M | 34.31% |
1,845,000
+470,000
|
|
||
2
Alight
ALIT
$1.23B
| $22.9M | 34.15% |
7,030,417
+220,000
|
|
||
3
Mohawk Industries
MHK
$7.14B
| $21.2M | 31.55% |
164,244
|
|