KAM

Kinney Asset Management Portfolio holdings

AUM $67.1M
1-Year Est. Return 29.09%
This Quarter Est. Return
1 Year Est. Return
-29.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.2M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M

Top Sells

1
+$7.73M
2
+$6.52M

Sector Composition

1 Technology 53.53%
2 Industrials 16.76%
3 Communication Services 16.6%
4 Consumer Discretionary 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.8M 53.53%
6,877,546
+380,000
2
$12.8M 16.76%
301,379
-154,000
3
$12.6M 16.6%
81,799
-50,000
4
$9.99M 13.11%
87,490