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
$156M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$2.58M
3 +$1.85M
4
MMM icon
3M
MMM
+$1.67M
5
CXT icon
Crane NXT
CXT
+$1.17M

Top Sells

1 +$6.18M
2 +$2.44M
3 +$2.23M
4
FDX icon
FedEx
FDX
+$2.13M
5
LEN.B icon
Lennar Class B
LEN.B
+$1.28M

Sector Composition

1 Financials 22.2%
2 Energy 20.01%
3 Technology 16.68%
4 Consumer Discretionary 9.59%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$282K 0.18%
22,000
52
$193K 0.12%
6,512
53
$140K 0.09%
11,175
54
$47K 0.03%
25,475
55
$11K 0.01%
1,500
56
-15,090
57
-52,413