KCM

Kynam Capital Management Portfolio holdings

AUM $929M
1-Year Est. Return 7.66%
This Quarter Est. Return
1 Year Est. Return
-7.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$17.9M
3
+$17.8M
4
SNDX icon
Syndax Pharmaceuticals
SNDX
+$17M
5
GBT
Global Blood Therapeutics, Inc.
GBT
+$12M

Top Sells

1
+$5.71M
2
+$3.34M
3
+$1.49M
4
COGT icon
Cogent Biosciences
COGT
+$1.29M
5
KRYS icon
Krystal Biotech
KRYS
+$1.09M

Sector Composition

1 Healthcare 99.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.41%
616,125
-28,458
27
$1.22M 0.4%
18,393
-16,423
28
$1.2M 0.39%
280,827
-12,972
29
$688K 0.22%
+227,759
30
$264K 0.09%
7,025
-325
31
$70K 0.02%
14,145
-654
32
– –
0
33
– –
-150,000
34
– –
0
35
– –
0
36
– –
-205,800
1
2