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
$233M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.6M
3
+$2.48M
4
SNPS icon
Synopsys
SNPS
+$2.29M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.87M

Top Sells

1
+$2.11M
2
+$1.99M
3
+$1.76M
4
AMT icon
American Tower
AMT
+$1.73M
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
51
$1.57M 0.61%
60,000
-30,000
52
$1.35M 0.52%
7,000
-3,000
53
$1.32M 0.51%
+15,000
54
$1.24M 0.48%
+15,000
55
$927K 0.36%
26,137
56
$583K 0.23%
10,000
-2,500
57
$562K 0.22%
+2,500
58
– –
-8,000
59
– –
-108,831
60
– –
0
61
– –
-35,000
62
– –
-8,884
63
– –
0
64
– –
-20,000
65
– –
-40,000
66
– –
0
67
– –
-8,000
68
– –
0
69
– –
-25,000
70
– –
-20,000
71
– –
0
1 2
3