KCM

KRS Capital Management Portfolio holdings

AUM $166M
1-Year Est. Return 35.04%
This Quarter Est. Return
1 Year Est. Return
+35.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.5M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$311K
3 +$278K
4
WDAY icon
Workday
WDAY
+$216K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$216K

Top Sells

1 +$370K
2 +$246K
3 +$235K
4
FDX icon
FedEx
FDX
+$232K
5
ENB icon
Enbridge
ENB
+$214K

Sector Composition

1 Technology 43.31%
2 Healthcare 15.22%
3 Consumer Discretionary 9.06%
4 Financials 6.72%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,620