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
$2.42B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$17M
3 +$16.4M
4
QCOM icon
Qualcomm
QCOM
+$958K
5
V icon
Visa
V
+$782K

Top Sells

1 +$5M
2 +$4.31M
3 +$3.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.68M
5
ADBE icon
Adobe
ADBE
+$1.67M

Sector Composition

1 Technology 15.55%
2 Healthcare 14.82%
3 Financials 14.35%
4 Communication Services 14.07%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,200