KI
Kula Investments Portfolio holdings
AUM
$405M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$405M
AUM Growth
+$65.2M
(+19%)
Holding
927
Top Buys
| 1 | +$5.99M | |
| 2 | +$2.72M | |
| 3 | +$2.7M | |
| 4 |
W.R. Berkley
WRB
|
+$2.57M |
| 5 |
Abbott
ABT
|
+$2.4M |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.65M | |
| 3 | +$1.6M | |
| 4 |
Trex
TREX
|
+$1.43M |
| 5 |
CME Group
CME
|
+$1.39M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Healthcare | 14.05% |
| 3 | Consumer Discretionary | 13.8% |
| 4 | Industrials | 13.39% |
| 5 | Financials | 12.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Clearway Energy Class C
CWEN
$4.91B
| – | – |
-13,046
|
|
||
927
Douglas Emmett
DEI
$1.61B
| – | – |
-40,496
|
|