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
$1.17B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$26.1M
3
+$22.6M
4
LEGN icon
Legend Biotech
LEGN
+$20.7M
5
VRDN icon
Viridian Therapeutics
VRDN
+$18.5M

Top Sells

1
+$121M
2
+$51.1M
3
+$24.1M
4
TSVT
2seventy bio
TSVT
+$17.5M
5
PTGX icon
Protagonist Therapeutics
PTGX
+$15.1M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.3%
5,441,447
+1,800,000
27
$3.49M 0.29%
+904,017
28
$2.99M 0.25%
3,269,147
+863,000
29
$2.33M 0.2%
1,750,000
30
$1.28M 0.11%
1,047,000
+500,000
31
$277K 0.02%
+25,000
32
– –
-390,792
33
– –
0
34
– –
-847,366
35
– –
0
36
– –
-5,953,825
1
2