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
$71.7M
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$2.81M

Top Sells

1 +$9.1M
2 +$7.79M

Sector Composition

1 Consumer Discretionary 74.27%
2 Industrials 25.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.5M 36.91%
347,117
+36,867
2
$18.4M 25.73%
868,543
-366,812
3
$15.7M 21.95%
+11,700
4
$11M 15.41%
37,251
-30,671