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
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$310K
3 +$265K
4
RY icon
Royal Bank of Canada
RY
+$263K
5
DE icon
Deere & Co
DE
+$252K

Top Sells

1 +$18.6M
2 +$670K
3 +$313K
4
HSY icon
Hershey
HSY
+$247K
5
IBM icon
IBM
IBM
+$233K

Sector Composition

1 Technology 20.65%
2 Healthcare 11.66%
3 Financials 11.06%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.07%
442
102
-1,962
103
-969
104
-2,525