KCM

Kempner Capital Management Portfolio holdings

AUM $106M
1-Year Est. Return 29.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$4.41M
3 +$2.55M
4
OXY icon
Occidental Petroleum
OXY
+$2.32M
5
SLB icon
SLB Ltd
SLB
+$1.46M

Top Sells

1 +$6.51M
2 +$1.86M
3 +$1.79M
4
MCY icon
Mercury Insurance
MCY
+$211K
5
TE
TECO ENERGY INC
TE
+$182K

Sector Composition

1 Financials 24.48%
2 Energy 11.87%
3 Technology 11.11%
4 Materials 10.26%
5 Consumer Discretionary 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-108,160