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
1
$15.6M 4.9%
67,500
-16,000
2
$14.1M 4.42%
105,000
-12,500
3
$11.3M 3.53%
45,000
4
$11M 3.44%
50,000
-12,500
5
$9.37M 2.93%
16,000
6
$8.9M 2.79%
47,000
+10,000
7
$8.16M 2.55%
24,000
8
$8.02M 2.51%
33,742
+3,992
9
$8.01M 2.51%
16,500
+5,000
10
$7.96M 2.49%
26,500
+6,500
11
$7.41M 2.32%
37,500
12
$6.58M 2.06%
12,500
13
$6.41M 2.01%
7,000
14
$6.32M 1.98%
15,000
-1,500
15
$6.23M 1.95%
78,750
16
$6M 1.88%
19,000
17
$5.72M 1.79%
11,000
18
$5.7M 1.79%
4,500
19
$5.7M 1.79%
25,000
20
$5.68M 1.78%
50,000
-17,500
21
$5.47M 1.71%
16,625
22
$5.22M 1.64%
+29,500
23
$4.98M 1.56%
10,000
24
$4.73M 1.48%
10,000
25
$4.51M 1.41%
4,250
1
2 3