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
$195M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$2.51M
3 +$2.14M
4
MU icon
Micron Technology
MU
+$1.41M
5
FMC icon
FMC
FMC
+$1.41M

Top Sells

1 +$2.55M
2 +$2.09M
3 +$1.67M
4
OGN icon
Organon & Co
OGN
+$1.42M
5
TER icon
Teradyne
TER
+$1.05M

Sector Composition

1 Financials 22.85%
2 Energy 16.33%
3 Technology 15.04%
4 Healthcare 14.44%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,365
52
-44,926