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
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$44M
2 +$10.1M
3 +$2.81M
4
HLT icon
Hilton Worldwide
HLT
+$1.94M
5
EQR icon
Equity Residential
EQR
+$1.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.89%
2 Healthcare 12.65%
3 Technology 12.55%
4 Industrials 11.42%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
126
Lowe's Companies
LOW
$134B
$698K 0.21%
+3,703
LNT icon
127
Alliant Energy
LNT
$17.4B
$697K 0.21%
+12,618
RY icon
128
Royal Bank of Canada
RY
$207B
$694K 0.2%
+5,448
PAYX icon
129
Paychex
PAYX
$42.3B
$693K 0.2%
+6,000
C icon
130
Citigroup
C
$177B
$681K 0.2%
+16,184
BIIB icon
131
Biogen
BIIB
$21.7B
$680K 0.2%
+2,456
SNA icon
132
Snap-on
SNA
$17.5B
$676K 0.2%
+2,960
RKT icon
133
Rocket Companies
RKT
$45.7B
$673K 0.2%
+96,155
CTRA icon
134
Coterra Energy
CTRA
$17.8B
$664K 0.2%
+27,026
STNG icon
135
Scorpio Tankers
STNG
$3.17B
$661K 0.19%
+12,291
H icon
136
Hyatt Hotels
H
$13.7B
$661K 0.19%
+7,305
TER icon
137
Teradyne
TER
$27.7B
$658K 0.19%
+7,528
AJG icon
138
Arthur J. Gallagher & Co
AJG
$67.2B
$656K 0.19%
+3,482
CSL icon
139
Carlisle Companies
CSL
$14.1B
$654K 0.19%
+2,777
ACN icon
140
Accenture
ACN
$154B
$651K 0.19%
+2,440
TXRH icon
141
Texas Roadhouse
TXRH
$11.4B
$651K 0.19%
+7,158
CMRE icon
142
Costamare
CMRE
$1.45B
$649K 0.19%
+25,609
MUSA icon
143
Murphy USA
MUSA
$7.57B
$648K 0.19%
+2,319
MCK icon
144
McKesson
MCK
$100B
$645K 0.19%
+1,719
VEEV icon
145
Veeva Systems
VEEV
$47B
$642K 0.19%
+3,978
AVB icon
146
AvalonBay Communities
AVB
$25.1B
$638K 0.19%
+3,950
ULTA icon
147
Ulta Beauty
ULTA
$22.7B
$637K 0.19%
+1,359
WMS icon
148
Advanced Drainage Systems
WMS
$10.9B
$636K 0.19%
+7,762
HQY icon
149
HealthEquity
HQY
$8.15B
$635K 0.19%
+10,303
DEI icon
150
Douglas Emmett
DEI
$2.13B
$635K 0.19%
+40,496