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
$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
76
$621K 0.27%
2,274
+13
77
$614K 0.27%
8,747
-1,783
78
$607K 0.27%
8,025
-5,134
79
$605K 0.27%
4,752
+4
80
$575K 0.25%
19,348
-739
81
$554K 0.24%
9,080
-220
82
$536K 0.24%
3,092
-254
83
$529K 0.23%
25,946
-15,960
84
$520K 0.23%
2,449
-517
85
$513K 0.23%
9,444
-3,745
86
$496K 0.22%
7,204
-256
87
$494K 0.22%
39,825
+2,900
88
$488K 0.21%
1,249
+221
89
$478K 0.21%
24,125
+1,275
90
$469K 0.21%
2,619
-123
91
$453K 0.2%
6,412
-647
92
$448K 0.2%
2,046
+250
93
$446K 0.2%
20,235
-1,499
94
$446K 0.2%
4,311
-1
95
$436K 0.19%
6,437
-69
96
$427K 0.19%
2,548
+948
97
$424K 0.19%
8,130
+8
98
$408K 0.18%
6,026
-28
99
$406K 0.18%
1,541
+294
100
$389K 0.17%
+4,635
2 3
4
5 6