KLCM

KG&L Capital Management Portfolio holdings

AUM $339M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.74M
3
+$1.44M
4
LUV icon
Southwest Airlines
LUV
+$1.3M
5
PLTR icon
Palantir
PLTR
+$1.3M

Top Sells

1
+$3.04M
2
+$1.8M
3
+$1.5M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.1M

Sector Composition

1 Technology 18.85%
2 Consumer Staples 15.01%
3 Financials 12.97%
4 Consumer Discretionary 9.08%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.04%
17,871
+198
27
$2.36M 1.04%
6,794
+4,138
28
$2.31M 1.01%
12,033
+6,279
29
$2.25M 0.99%
48,490
-2,013
30
$2.21M 0.97%
7,313
-1,123
31
$2.1M 0.92%
9,424
+5,759
32
$2.05M 0.9%
48,199
+19,968
33
$2.04M 0.9%
15,848
-1,532
34
$1.94M 0.85%
33,724
+6,072
35
$1.89M 0.83%
18,668
-453
36
$1.88M 0.82%
6,463
+120
37
$1.78M 0.78%
7,248
+3,093
38
$1.72M 0.75%
4,979
+639
39
$1.66M 0.73%
80,280
-720
40
$1.62M 0.71%
6,218
+1,763
41
$1.57M 0.69%
4,787
-232
42
$1.54M 0.68%
9,134
+1,524
43
$1.51M 0.66%
100,267
+623
44
$1.5M 0.66%
26,927
+16,326
45
$1.41M 0.62%
19,835
+12,344
46
$1.41M 0.62%
104,261
+34
47
$1.4M 0.61%
10,753
+500
48
$1.39M 0.61%
3,217
-1
49
$1.31M 0.58%
39,919
+1,647
50
$1.3M 0.57%
+25,328
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