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
$151M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$2.25M
3 +$1.82M
4
CMCSA icon
Comcast
CMCSA
+$1.75M
5
MU icon
Micron Technology
MU
+$1.62M

Top Sells

1 +$5.41M
2 +$4.47M
3 +$3.65M
4
CTVA icon
Corteva
CTVA
+$2.91M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.1M

Sector Composition

1 Financials 24.62%
2 Energy 14.6%
3 Technology 14.25%
4 Industrials 10.21%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$257K 0.17%
49,450
52
$248K 0.16%
22,000
53
$129K 0.09%
11,175
54
$57K 0.04%
25,475
55
$25K 0.02%
1,500
56
-27,238
57
-53,708
58
-40,039
59
-516,815
60
-27,194