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
$131M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M

Top Sells

1 +$11.7M

Sector Composition

1 Technology 34.32%
2 Communication Services 25.12%
3 Consumer Discretionary 24.39%
4 Industrials 16.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$45M 34.32%
6,097,546
+570,000
2
$32.9M 25.12%
180,799
-64,500
3
$32M 24.39%
281,490
4
$21.2M 16.18%
470,380