KCS

Koonce Calvin Scott Portfolio holdings

AUM $121M
1-Year Est. Return 37.82%
This Quarter Est. Return
1 Year Est. Return
+37.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.4M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$127K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55.4M 100%
1,851,936
+4,238