KM

KP Management Portfolio holdings

AUM $247M
1-Year Est. Return 29.22%
This Quarter Est. Return
1 Year Est. Return
+29.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.6M
3
+$7.49M
4
NVDA icon
NVIDIA
NVDA
+$7.43M
5
AVGO icon
Broadcom
AVGO
+$7.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.89%
2 Industrials 17.87%
3 Financials 12.22%
4 Consumer Discretionary 9.73%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.4%
+12,000
27
$3.26M 1.39%
+6
28
$3M 1.28%
+4,250
29
$2.89M 1.23%
+17,500
30
$2.81M 1.2%
+16,527
31
$2.77M 1.18%
+11,500
32
$2.77M 1.18%
+35,000
33
$2.73M 1.17%
+22,500
34
$2.63M 1.13%
+5,000
35
$2.55M 1.09%
+10,000
36
$2.54M 1.09%
+7,000
37
$2.45M 1.05%
+6,000
38
$2.43M 1.04%
+7,000
39
$2.4M 1.03%
+50,000
40
$2.4M 1.02%
+10,000
41
$2.22M 0.95%
+10,000
42
$2.11M 0.9%
+20,000
43
$2.08M 0.89%
+20,000
44
$2.08M 0.89%
+90,000
45
$2.07M 0.89%
+30,000
46
$1.99M 0.85%
+5,000
47
$1.99M 0.85%
+8,000
48
$1.98M 0.85%
+40,000
49
$1.94M 0.83%
+3,250
50
$1.91M 0.82%
+18,795
1
2
3