KI
Kula Investments Portfolio holdings
AUM
$405M
1 Year Est. Return
–
AUM
$405M
AUM Growth
+$65.2M
(+19%)
Holding
927
Top Buys
| 1 | +$6.14M | |
| 2 | +$2.39M | |
| 3 | +$2.37M | |
| 4 |
Western Union
WU
|
+$2.33M |
| 5 |
Abbott
ABT
|
+$2.3M |
Top Sells
| 1 | +$1.94M | |
| 2 | +$1.65M | |
| 3 | +$1.56M | |
| 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 | 13.33% |
| 5 | Financials | 12.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
InMode
INMD
$965M
| $1.22M | 0.3% |
38,223
+30,131
|
|
||
77
Baker Hughes
BKR
$47.2B
| $1.22M | 0.3% |
+42,321
|
|
||
78
Nasdaq
NDAQ
$50.2B
| $1.22M | 0.3% |
22,235
+13,250
|
|
||
79
Healthpeak Properties
DOC
$12.5B
| $1.21M | 0.3% |
+55,270
|
|
||
80
Flex
FLEX
$24B
| $1.21M | 0.3% |
+69,877
|
|
||
81
Bank of New York Mellon
BK
$75.6B
| $1.21M | 0.3% |
+26,584
|
|
||
82
The GEO Group
GEO
$2.36B
| $1.21M | 0.3% |
153,037
+102,898
|
|
||
83
Halliburton
HAL
$22.4B
| $1.2M | 0.3% |
+37,865
|
|
||
84
Microchip Technology
MCHP
$34.3B
| $1.19M | 0.29% |
+14,218
|
|
||
85
Pool Corp
POOL
$10.7B
| $1.18M | 0.29% |
3,458
+1,766
|
|
||
86
Teradata
TDC
$2.03B
| $1.17M | 0.29% |
29,007
+1,542
|
|
||
87
Travelers Companies
TRV
$59.8B
| $1.17M | 0.29% |
+6,807
|
|
||
88
Equity Residential
EQR
$23.5B
| $1.16M | 0.29% |
19,348
-13,510
|
|
||
89
Luminar Technologies
LAZR
$142M
| $1.16M | 0.29% |
+11,923
|
|
||
|
DISH
90
DELISTED
DISH Network Corp.
DISH
| $1.15M | 0.28% |
123,619
+94,804
|
|
||
91
Valero Energy
VLO
$51.7B
| $1.15M | 0.28% |
+8,257
|
|
||
92
KLA
KLAC
$159B
| $1.15M | 0.28% |
+2,875
|
|
||
93
Dayforce
DAY
$10.8B
| $1.14M | 0.28% |
+15,616
|
|
||
94
Eversource Energy
ES
$27.8B
| $1.14M | 0.28% |
14,592
+11,963
|
|
||
95
JB Hunt Transport Services
JBHT
$15.9B
| $1.14M | 0.28% |
6,505
+2,992
|
|
||
96
UFP Industries
UFPI
$5.39B
| $1.14M | 0.28% |
+14,344
|
|
||
97
Scorpio Tankers
STNG
$3.13B
| $1.14M | 0.28% |
20,219
+7,928
|
|
||
98
Constellation Energy
CEG
$120B
| $1.13M | 0.28% |
14,422
+8,286
|
|
||
99
CBRE Group
CBRE
$47.4B
| $1.13M | 0.28% |
+15,504
|
|
||
100
Zoom
ZM
$25.4B
| $1.12M | 0.28% |
15,174
+7,904
|
|