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
$145M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$3.69M

Top Sells

1 +$15.1M
2 +$5.33M
3 +$3.41M

Sector Composition

1 Technology 32.57%
2 Communication Services 23.67%
3 Consumer Discretionary 23.34%
4 Industrials 20.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.1M 32.57%
5,527,546
+432,350
2
$34.3M 23.67%
245,299
-38,168
3
$33.8M 23.34%
326,490
+66,792
4
$29.6M 20.42%
554,130
-63,915
5
-343,000