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
$171M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$5.35M
2 +$3.3M
3 +$3.01M
4
CR icon
Crane Co
CR
+$2.35M
5
TFC icon
Truist Financial
TFC
+$1.87M

Top Sells

1 +$3.87M
2 +$2.22M
3 +$2.08M
4
DT
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
+$1.81M
5
FDX icon
FedEx
FDX
+$1.68M

Sector Composition

1 Financials 21.87%
2 Technology 18.32%
3 Energy 16.78%
4 Consumer Discretionary 9.75%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$169K 0.1%
11,175
52
$62K 0.04%
25,475
53
$17K 0.01%
1,500
54
-90,558
55
-28,164
56
-32,973
57
-59,636