KFC
Klingenstein Fields & Co Portfolio holdings
AUM
$2.53B
This Quarter Return
-14.89%
1 Year Return
+20.34%
3 Year Return
+83%
5 Year Return
+134.36%
10 Year Return
+269.21%
AUM
$1.92B
AUM Growth
+$1.92B
(-18%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
31.16%
Holding
191
New
2
Increased
38
Reduced
66
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$40.8M |
| 2 |
Intuitive Surgical
ISRG
|
$659K |
| 3 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$640K |
| 4 |
Snowflake
SNOW
|
$509K |
| 5 |
Brookfield Renewable
BEPC
|
$465K |
Top Sells
Sector Composition
| 1 | Technology | 17.26% |
| 2 | Healthcare | 15.82% |
| 3 | Financials | 13.12% |
| 4 | Industrials | 11.5% |
| 5 | Communication Services | 11.17% |
