Asset Manager
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Kawa Capital Management, Inc
Market Value
$55M
+22.6%
Holdings
7
+1
New Purchases
1
Added To
3
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $7M | 12.0% |
| Mid Cap | 4 | $22M | 39.4% |
| Small Cap | 1 | $15M | 27.4% |
| Micro Cap | 1 | $12M | 21.2% |
Portfolio Analytics
Avg Market Cap
$13.4B
Median Market Cap
$3.6B
Avg P/E
24.3
Median P/E
24.3
Avg Dividend Yield
0.05%
Avg Beta
1.01
# Stocks
6
# ETFs / Funds
1
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BDN | 27.36% | 3,500,000 | $15M | $4.29 | $2M | +500,000 | +16.7% | |
| 2 | ONL | 21.25% | 5,474,027 | $12M | $2.13 | $6M | +2,946,989 | +116.6% | |
| 3 | BHF | 14.70% | 150,000 | $8M | $53.77 | — | +150,000 | — | NEW |
| 4 | DK | 13.51% | 350,000 | $7M | $21.18 | $1M | -50,000 | -12.5% | |
| 5 | VALE | 12.03% | 680,000 | $7M | $9.71 | $549K | +80,000 | +13.3% | |
| 6 | GGB | 11.15% | 2,094,404 | $6M | $2.92 | $105K | — | — | |
| 7 | EWZ | —% | — | — | — | -$8M | -300,000 | -100.0% | SOLD |