KLCM

KG&L Capital Management Portfolio holdings

AUM $364M
1-Year Est. Return 18.66%
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.36M
3
+$1.21M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
AMZN icon
Amazon
AMZN
+$707K

Top Sells

1
+$1.56M
2
+$1.5M
3
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.32M
5
CRM icon
Salesforce
CRM
+$1.23M

Sector Composition

1 Technology 19.41%
2 Consumer Staples 16.06%
3 Financials 12.21%
4 Industrials 9.09%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.55%
19,853
+2,118
52
$1.36M 0.55%
20,162
+47
53
$1.35M 0.55%
14,535
-5,300
54
$1.34M 0.54%
23,610
+775
55
$1.31M 0.53%
5,074
-207
56
$1.3M 0.52%
23,509
-634
57
$1.22M 0.49%
20,669
+3,295
58
$1.2M 0.48%
28,044
+2,716
59
$1.2M 0.48%
6,902
+350
60
$1.16M 0.47%
14,745
+427
61
$1.09M 0.44%
10,605
-605
62
$1.09M 0.44%
6,774
+1,857
63
$1.01M 0.41%
10,976
+4,063
64
$1.01M 0.41%
8,797
+208
65
$990K 0.4%
7,403
-665
66
$975K 0.39%
2,350
-2,437
67
$929K 0.37%
10,789
-221
68
$900K 0.36%
3,943
-5,014
69
$898K 0.36%
8,684
+3,529
70
$815K 0.33%
10,632
+241
71
$812K 0.33%
9,514
+1,489
72
$787K 0.32%
20,161
+754
73
$785K 0.32%
15,107
-4,389
74
$783K 0.32%
2,927
+1,386
75
$774K 0.31%
2,153
+146
1 2
3
4 5