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
$82.4M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$916K

Top Sells

1 +$11M
2 +$2.19M
3 +$127K

Sector Composition

1 Consumer Discretionary 66.43%
2 Industrials 25.31%
3 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.2M 43.97%
356,117
+9,000
2
$20.9M 25.31%
786,168
-82,375
3
$18.5M 22.45%
11,620
-80
4
$6.81M 8.26%
+96,000
5
-37,251