KP

Kitching Partners Portfolio holdings

AUM $98.5M
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.7M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.33M
3
+$1.43M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Top Sells

1
+$4.5M
2
+$2.48M
3
+$340K
4
CATC
CAMBRIDGE BANCORP
CATC
+$271K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$72.9K

Sector Composition

1 Technology 2.2%
2 Consumer Discretionary 1.18%
3 Industrials 0.5%
4 Healthcare 0.47%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$201K 0.27%
+769
27
$135K 0.18%
+46,649
28
$48.1K 0.06%
+12,018
29
– –
-24,137
30
– –
-49,508
31
– –
-3,933
1
2