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KCS
Koonce Calvin Scott Portfolio holdings
AUM
$121M
1-Year Est. Return
37.82%
This Fund
S&P 500
This Quarter
Est. Return
+34.43%
1 Year Est. Return
+37.82%
3 Year Est. Return
+67.87%
5 Year Est. Return
+116.02%
10 Year Est. Return
–
AUM
$60.7M
AUM Growth
–
Cap. Flow
+$51.4M
Cap. Flow
% of AUM
84.69%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VSE Corp
VSEC
|
+$51.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
VSE Corp
VSEC
$6.06B
| $60.7M | 100% |
+1,841,498
| New | +$51.4M |
|
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Koonce Calvin Scott's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Koonce Calvin Scott, which disclosed 1 position worth $60.7M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is VSE Corp: 1,841,498 shares worth $60.7M.
By sector, the portfolio is most concentrated in Industrials at 100% of assets.
- Koonce Calvin Scott's largest Q4 2014 buy was VSE Corp: 1,841,498 shares worth $60.7M.
- Koonce Calvin Scott's ten largest holdings make up 100% of its $60.7M portfolio in Q4 2014.
- Koonce Calvin Scott disclosed 1 position in Q4 2014, its first 13F filing on record.
Based on Koonce Calvin Scott's 13F filing for Q4 2014, filed 13 Feb 2015.