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
$170M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$927K
3 +$861K
4
KMI icon
Kinder Morgan
KMI
+$504K
5
BAC icon
Bank of America
BAC
+$311K

Top Sells

1 +$3.18M
2 +$2.76M
3 +$1.84M
4
QCOM icon
Qualcomm
QCOM
+$1.72M
5
WU icon
Western Union
WU
+$399K

Sector Composition

1 Financials 26.9%
2 Energy 12.24%
3 Consumer Discretionary 10.72%
4 Materials 10.69%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,935