KCM

Kempner Capital Management Portfolio holdings

AUM $120M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$368K
3 +$46.3K

Top Sells

1 +$4.4M
2 +$4.29M
3 +$3.2M
4
ADM icon
Archer Daniels Midland
ADM
+$2.93M
5
BA icon
Boeing
BA
+$2.87M

Sector Composition

1 Financials 20.93%
2 Energy 13.97%
3 Technology 13.54%
4 Industrials 9.5%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-50,975
52
-122,728