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
$139M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.7M
3 +$541K

Top Sells

1 +$18M
2 +$1.32M
3 +$444K

Sector Composition

1 Technology 29.79%
2 Consumer Discretionary 28.16%
3 Communication Services 25.06%
4 Industrials 16.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$41.4M 29.79%
4,491,427
+510,485
2
$34.8M 25.06%
335,467
+106,500
3
$23.6M 16.99%
625,545
-35,000
4
$22.8M 16.4%
227,198
+5,400
5
$16.3M 11.76%
368,000
-10,000
6
-135,721