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
$285M
AUM Growth
+$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.43M
3
+$2.34M
4
CDNS icon
Cadence Design Systems
CDNS
+$1.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.89M

Top Sells

1
+$7.08M
2
+$3.71M
3
+$3.7M
4
AMZN icon
Amazon
AMZN
+$2.74M
5
CRDO icon
Credo Technology Group
CRDO
+$2.69M

Sector Composition

1 Technology 39.55%
2 Industrials 22.46%
3 Financials 10.66%
4 Consumer Discretionary 7.57%
5 Communication Services 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 1.3%
12,500
27
$4.09M 1.28%
6
28
$4M 1.25%
16,500
-9,000
29
$3.96M 1.24%
16,527
30
$3.9M 1.22%
17,000
-1,500
31
$3.88M 1.22%
16,500
+5,000
32
$3.85M 1.2%
6,500
33
$3.82M 1.2%
6,000
34
$3.7M 1.16%
40,000
35
$3.7M 1.16%
20,500
36
$3.49M 1.09%
10,000
37
$3.36M 1.05%
50,000
-40,000
38
$3.13M 0.98%
45,000
39
$2.86M 0.9%
20,000
40
$2.75M 0.86%
16,500
41
$2.67M 0.84%
6,000
+1,250
42
$2.55M 0.8%
45,000
+15,000
43
$2.54M 0.79%
27,500
+2,500
44
$2.54M 0.79%
21,000
-5,000
45
$2.53M 0.79%
35,000
46
$2.53M 0.79%
5,000
-1,500
47
$2.36M 0.74%
7,000
48
$2.34M 0.73%
+95,000
49
$2.33M 0.73%
6,000
50
$2.2M 0.69%
3,500
-1,250
1
2
3