KCM

Kynam Capital Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 9.24%
This Quarter Est. Return
1 Year Est. Return
+9.24%
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
+$40.4M
2
+$14.4M
3
+$13M
4
TSVT
2seventy bio
TSVT
+$11.7M
5
PCVX icon
Vaxcyte
PCVX
+$4.16M

Top Sells

1
+$119M
2
+$20.2M
3
+$18.6M
4
GSK icon
GSK
GSK
+$17.7M
5
PTGX icon
Protagonist Therapeutics
PTGX
+$11M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-21,457
27
– –
-31,336
28
– –
-1,495,981
29
– –
-1,502,866
30
– –
-498,329
31
– –
-1,800,000
32
– –
-38,446
33
– –
0
34
– –
-28,696
35
– –
-499,853
36
– –
-100,000
37
– –
-1,094,620
1
2