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KFC

Klingenstein Fields & Co Portfolio holdings

AUM $2.54B
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.89M
3
+$3.93M
4
PYPL icon
PayPal
PYPL
+$278K
5
FTV icon
Fortive
FTV
+$245K

Top Sells

1
+$5.97M
2
+$5.94M
3
+$5.56M
4
PLTR icon
Palantir
PLTR
+$4.46M
5
COIN icon
Coinbase
COIN
+$3.78M

Sector Composition

1 Healthcare 16.21%
2 Technology 14.75%
3 Financials 14.06%
4 Industrials 11.86%
5 Consumer Staples 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$189K 0.01%
14,452
177
– –
-14,266
178
– –
-4,174
179
– –
-3,008
180
– –
-2,978
181
– –
-12,589
182
– –
-1,494
183
– –
-3,490
4 5 6 7
8