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
$154M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.58M

Top Sells

1 +$664K

Sector Composition

1 Technology 29.04%
2 Consumer Discretionary 27.49%
3 Communication Services 25.99%
4 Industrials 17.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.9M 29.04%
4,855,196
+363,769
2
$40.2M 25.99%
335,467
3
$27M 17.48%
610,545
-15,000
4
$26M 16.84%
252,198
+25,000
5
$16.4M 10.65%
368,000