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
$156M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.89M
2 +$4.88M

Sector Composition

1 Technology 34.97%
2 Communication Services 23.78%
3 Consumer Discretionary 23.66%
4 Industrials 17.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$54.4M 34.97%
5,527,546
2
$37M 23.78%
245,299
3
$36.8M 23.66%
281,490
-45,000
4
$27.4M 17.59%
470,380
-83,750