KFC

Klingenstein Fields & Co Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
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 +$20.8M
2 +$9.83M
3 +$3.24M
4
NKE icon
Nike
NKE
+$280K
5
APD icon
Air Products & Chemicals
APD
+$255K

Top Sells

1 +$5.7M
2 +$5.59M
3 +$4.86M
4
PLTR icon
Palantir
PLTR
+$3.78M
5
BN icon
Brookfield
BN
+$3.52M

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
-3,490
178
-14,266
179
-4,174
180
-3,008
181
-2,978
182
-12,589
183
-1,494