KFC

Klingenstein Fields & Co Portfolio holdings

AUM $2.67B
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
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 +$15.9M
2 +$15.9M
3 +$15.7M
4
QCOM icon
Qualcomm
QCOM
+$906K
5
V icon
Visa
V
+$764K

Top Sells

1 +$5.11M
2 +$4.36M
3 +$3.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M
5
ADBE icon
Adobe
ADBE
+$1.47M

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