KI

Kula Investments Portfolio holdings

AUM $405M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$2.39M
3
+$2.37M
4
WU icon
Western Union
WU
+$2.33M
5
ABT icon
Abbott
ABT
+$2.3M

Top Sells

1
+$1.94M
2
+$1.65M
3
+$1.56M
4
TREX icon
Trex
TREX
+$1.43M
5
CME icon
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
J icon
101
Jacobs Solutions
J
$18.9B
$1.12M 0.28%
11,479
+9,429
NVT icon
102
nVent Electric
NVT
$16.8B
$1.11M 0.27%
25,898
+16,972
TMUS icon
103
T-Mobile US
TMUS
$246B
$1.11M 0.27%
7,650
+4,721
CI icon
104
Cigna
CI
$82.3B
$1.1M 0.27%
+4,302
TMDX icon
105
Transmedics
TMDX
$4.42B
$1.1M 0.27%
+14,499
PXD
106
DELISTED
Pioneer Natural Resource Co.
PXD
$1.1M 0.27%
5,373
+702
AAP icon
107
Advance Auto Parts
AAP
$3.42B
$1.1M 0.27%
9,006
+5,812
RTX icon
108
RTX Corp
RTX
$240B
$1.09M 0.27%
+11,108
ARCH
109
DELISTED
Arch Resources, Inc.
ARCH
$1.08M 0.27%
+8,246
CVX icon
110
Chevron
CVX
$311B
$1.08M 0.27%
+6,589
VC icon
111
Visteon
VC
$2.93B
$1.07M 0.26%
6,850
+3,677
PODD icon
112
Insulet
PODD
$22.8B
$1.06M 0.26%
+3,325
MCK icon
113
McKesson
MCK
$100B
$1.06M 0.26%
2,967
+1,248
NOV icon
114
NOV
NOV
$5.55B
$1.05M 0.26%
56,671
+30,600
ELAN icon
115
Elanco Animal Health
ELAN
$11B
$1.05M 0.26%
111,192
+81,289
CTSH icon
116
Cognizant
CTSH
$33.1B
$1.04M 0.26%
17,145
+3,869
ELV icon
117
Elevance Health
ELV
$75.4B
$1.03M 0.25%
+2,230
ALIT icon
118
Alight
ALIT
$1.63B
$1.02M 0.25%
+111,191
MTB icon
119
M&T Bank
MTB
$28.3B
$1.02M 0.25%
8,527
+5,777
NWL icon
120
Newell Brands
NWL
$2.1B
$1.02M 0.25%
+81,935
RVNC
121
DELISTED
Revance Therapeutics, Inc.
RVNC
$1.02M 0.25%
31,545
+13,584
WSC icon
122
WillScot Mobile Mini Holdings
WSC
$4.1B
$1.01M 0.25%
21,571
+6,005
BMY icon
123
Bristol-Myers Squibb
BMY
$87.2B
$1.01M 0.25%
14,547
-10,155
FTI icon
124
TechnipFMC
FTI
$16.6B
$1M 0.25%
+73,506
OLLI icon
125
Ollie's Bargain Outlet
OLLI
$7.63B
$1M 0.25%
+17,310
3 4
5
6 7