KK
Kotler Kevin Portfolio holdings
AUM
$135M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$135M
AUM Growth
–
Holding
36
Top Buys
| 1 | +$21.2M | |
| 2 | +$17.4M | |
| 3 | +$14.4M | |
| 4 |
Neuropace
NPCE
|
+$8.44M |
| 5 |
Omeros
OMER
|
+$7.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 93.67% |
| 2 | Industrials | 4.3% |
| 3 | Consumer Discretionary | 1.68% |
| 4 | Financials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PTC Therapeutics
PTCT
$5.44B
| $380K | 0.28% |
+5,000
|
|
||
27
Dycom Industries
DY
$12.8B
| $355K | 0.26% |
+1,051
|
|
||
28
Takeda Pharmaceutical
TAK
$58.8B
| $312K | 0.23% |
+20,000
|
|
||
|
BBNX
29
Beta Bionics
BBNX
$572M
| $250K | 0.18% |
+8,216
|
|
||
30
iShares US Medical Devices ETF
IHI
$3.63B
| $243K | 0.18% |
+3,902
|
|
||
31
Bank of America
BAC
$373B
| $242K | 0.18% |
+4,392
|
|
||
32
Amazon
AMZN
$2.26T
| $231K | 0.17% |
+1,000
|
|
||
33
Elanco Animal Health
ELAN
$13.3B
| $205K | 0.15% |
+9,072
|
|
||
34
Pliant Therapeutics
PLRX
$78.7M
| $113K | 0.08% |
+93,000
|
|
||
35
Invesco QQQ Trust
QQQ
$403B
| – | – |
0
|
|
||
36
State Street SPDR S&P 500 ETF Trust
SPY
$707B
| – | – |
0
|
|