KM

KP Management Portfolio holdings

AUM $321M
1-Year Est. Return 42.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.44M
3
+$2.2M
4
NICE icon
Nice
NICE
+$2.16M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.77M

Top Sells

1
+$2.11M
2
+$1.99M
3
+$1.73M
4
INTC icon
Intel
INTC
+$1.56M
5
PINS icon
Pinterest
PINS
+$1.48M

Sector Composition

1 Technology 40.29%
2 Industrials 18.08%
3 Financials 11.43%
4 Consumer Discretionary 8.72%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.6%
5,750
27
$3.72M 1.6%
38,500
28
$3.6M 1.54%
11,500
29
$3.31M 1.42%
16,527
30
$3.24M 1.39%
21,250
31
$3.21M 1.38%
10,000
32
$3.2M 1.37%
17,500
33
$3.09M 1.33%
35,000
34
$3.02M 1.3%
35,000
+5,000
35
$2.95M 1.27%
10,000
36
$2.91M 1.25%
+3,000
37
$2.9M 1.24%
20,675
+1,880
38
$2.72M 1.17%
20,000
39
$2.6M 1.12%
+11,500
40
$2.59M 1.11%
20,000
-10,000
41
$2.48M 1.06%
+9,500
42
$2.47M 1.06%
5,000
43
$2.47M 1.06%
20,000
-2,500
44
$2.43M 1.04%
7,000
45
$2.31M 0.99%
40,000
46
$2.3M 0.99%
6,000
-1,000
47
$2.02M 0.87%
5,000
48
$1.97M 0.85%
5,500
-500
49
$1.66M 0.71%
+20,000
50
$1.64M 0.7%
3,250
1
2
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