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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$22.7M
3
+$20.2M
4
RYAAY icon
Ryanair
RYAAY
+$19.8M
5
CRM icon
Salesforce
CRM
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.57%
2 Consumer Discretionary 29.59%
3 Communication Services 15.59%
4 Industrials 15.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 25.68%
+3,980,942
2
$22.7M 17.5%
+221,798
3
$20.2M 15.59%
+228,967
4
$19.8M 15.24%
+660,545
5
$18M 13.89%
+135,721
6
$15.7M 12.1%
+378,000