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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$42.3M
3 +$27.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 61.82%
2 Industrials 38.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$43.3M 38.18%
+1,235,355
2
$42.3M 37.31%
+310,250
3
$27.8M 24.51%
+67,922