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
$68.3M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$18.8M
2 +$262K

Sector Composition

1 Consumer Discretionary 52.43%
2 Industrials 37.27%
3 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.4M 37.27%
778,168
-8,000
2
$19.9M 29.11%
11,620
3
$15.9M 23.31%
163,117
-193,000
4
$7.03M 10.3%
96,000