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
$178M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$3.29M
3 +$2.44M
4
UNH icon
UnitedHealth
UNH
+$2.3M
5
DEA
Easterly Government Properties
DEA
+$1.79M

Top Sells

1 +$6.12M
2 +$5.67M
3 +$2.38M
4
T icon
AT&T
T
+$2.32M
5
EQH icon
Equitable Holdings
EQH
+$2.12M

Sector Composition

1 Financials 23.17%
2 Healthcare 16.69%
3 Technology 16.6%
4 Energy 16.55%
5 Materials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-101,978