MKA

M. Kulyk & Associates Portfolio holdings

AUM $460M
1-Year Est. Return 13.18%
This Quarter Est. Return
1 Year Est. Return
+13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$4.01M
3 +$2.17M
4
LH icon
Labcorp
LH
+$2.17M
5
WSM icon
Williams-Sonoma
WSM
+$2.03M

Top Sells

1 +$37.9M
2 +$5.84M
3 +$2.7M
4
NEE icon
NextEra Energy
NEE
+$2.69M
5
GIS icon
General Mills
GIS
+$2.61M

Sector Composition

1 Technology 19.71%
2 Consumer Discretionary 12.54%
3 Healthcare 10.23%
4 Consumer Staples 10.19%
5 Financials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,556