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
$176M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$4.27M
3 +$2.2M
4
MOS icon
The Mosaic Company
MOS
+$1.92M
5
SLB icon
SLB Limited
SLB
+$1.27M

Top Sells

1 +$6.51M
2 +$1.74M
3 +$1.56M
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