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
$107M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M

Top Sells

1 +$31.2M
2 +$3.98M
3 +$678K

Sector Composition

1 Technology 43.26%
2 Communication Services 24.33%
3 Industrials 19.25%
4 Consumer Discretionary 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$46.2M 43.26%
6,247,546
+150,000
2
$26M 24.33%
156,799
-24,000
3
$20.6M 19.25%
455,380
-15,000
4
$14.1M 13.15%
87,490
-194,000