KIM

Kurv Investment Management Portfolio holdings

AUM $94.6M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$7.4M
3 +$7.05M
4
AAPL icon
Apple
AAPL
+$4.78M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 40.98%
2 Communication Services 29.6%
3 Consumer Discretionary 13.14%
4 Industrials 4.93%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.71T
$11M 13.69%
+34,994
AMZN icon
2
Amazon
AMZN
$2.92T
$7.46M 9.33%
+32,332
AVGO icon
3
Broadcom
AVGO
$2T
$6.82M 8.53%
+19,716
AAPL icon
4
Apple
AAPL
$4.57T
$4.84M 6.05%
+17,806
META icon
5
Meta Platforms (Facebook)
META
$1.61T
$4.5M 5.62%
+6,812
TSLA icon
6
Tesla
TSLA
$1.65T
$3.05M 3.82%
+6,791
AMD icon
7
Advanced Micro Devices
AMD
$808B
$2.98M 3.73%
+13,937
INTC icon
8
Intel
INTC
$612B
$2.85M 3.56%
+77,102
NFLX icon
9
Netflix
NFLX
$368B
$2.57M 3.21%
+27,360
APP icon
10
Applovin
APP
$191B
$2.53M 3.16%
+3,750
NVDA icon
11
NVIDIA
NVDA
$5.15T
$2.42M 3.03%
+12,999
UBER icon
12
Uber
UBER
$144B
$2.38M 2.98%
+29,184
CSCO icon
13
Cisco
CSCO
$472B
$2.17M 2.71%
+28,272
IBM icon
14
IBM
IBM
$240B
$2.07M 2.59%
+6,992
SPOT icon
15
Spotify
SPOT
$105B
$1.94M 2.43%
+3,344
RTX icon
16
RTX Corp
RTX
$238B
$1.84M 2.3%
+10,032
MSFT icon
17
Microsoft
MSFT
$3.07T
$1.62M 2.02%
+3,344
SIL icon
18
Global X Silver Miners ETF NEW
SIL
$5B
$1.58M 1.98%
+18,939
GDX icon
19
VanEck Gold Miners ETF
GDX
$26B
$1.54M 1.93%
+17,976
ISRG icon
20
Intuitive Surgical
ISRG
$148B
$1.21M 1.52%
+2,145
RDDT icon
21
Reddit
RDDT
$29.7B
$1.21M 1.51%
+5,243
TER icon
22
Teradyne
TER
$58.8B
$1.18M 1.48%
+6,099
AMAT icon
23
Applied Materials
AMAT
$356B
$1.17M 1.46%
+4,560
BWXT icon
24
BWX Technologies
BWXT
$18.2B
$1.05M 1.32%
+6,099
HWM icon
25
Howmet Aerospace
HWM
$103B
$1.05M 1.32%
+5,136