KCM

Kynam Capital Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 74.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$14.8M
3
+$14M
4
TSVT
2seventy bio
TSVT
+$12.2M
5
VRDN icon
Viridian Therapeutics
VRDN
+$4.26M

Top Sells

1
+$119M
2
+$20.2M
3
+$18.6M
4
GSK icon
GSK
GSK
+$17.7M
5
IOVA icon
Iovance Biotherapeutics
IOVA
+$11M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
-1,502,866
29
– –
-498,329
30
– –
-38,446
31
– –
0
32
– –
-28,696
33
– –
-499,853
34
– –
-100,000
35
– –
-1,094,620
36
– –
-21,457
37
– –
-1,800,000
1
2