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
$652M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$23.5M
3
+$16M
4
APLS icon
Apellis Pharmaceuticals
APLS
+$15.5M
5
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
+$8.66M

Top Sells

1
+$22.8M
2
+$20M
3
+$14.2M
4
GBT
Global Blood Therapeutics, Inc.
GBT
+$8.94M
5
FOLD icon
Amicus Therapeutics
FOLD
+$7.07M

Sector Composition

1 Healthcare 96.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.35%
733,926
+2,405
27
$1.53M 0.23%
165,486
-362,319
28
$1.14M 0.17%
28,887
+95
29
$642K 0.1%
739,649
30
$61.5K 0.01%
6,038
+20
31
$47.7K 0.01%
12,065
+40
32
– –
-67,668
33
– –
-600,000
34
– –
0
35
– –
-718,394
36
– –
-131,220
37
– –
-435,117
38
– –
-75,000
39
– –
-676,849
40
– –
0
1
2